Byler Holdings retirement plan: assets, participants and fees
What Byler Holdings' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fulton Bank, N.A. | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Byler Holdings: employer contribution per participant | $1,030 | |
| Peer median | $2,051 |
| Byler Holdings: average balance | $18,699 | |
| Peer median | $71,053 |
| Byler Holdings: admin expenses ÷ assets | 1.11% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $3.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 319 | $3.3M | $179K | $1,030 | 1.11% | Not published | Form 5500 ↗ |
Common questions
Does Byler Holdings match 401(k) contributions?
The match terms for the Byler Holdings 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $179K in employer contributions, about $1,030 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Byler Holdings 401(k) match vested?
The vesting schedule for the Byler Holdings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Byler Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fulton Bank, N.A.. The plan administrator is Byler Holdings, LLC.
I left Byler Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Byler Holdings, LLC, (717) 438-4800) or the recordkeeper, Fulton Bank, N.A.. The Byler Holdings old 401(k) page lists the contacts from every plan filing. Find an old Byler Holdings 401(k)
Data from the public Form 5500 annual reports Byler Holdings filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Byler Holdings. Not financial advice. Report a correction · Methodology