Carter-Jones Companies 401(k) match, vesting and fees
What Carter-Jones Companies' 401(k) 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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 25 defined-contribution plans in retail trade with 5,000 to 9,999 participants.
| Carter-Jones Companies: employer contribution per participant | $478 | |
| Peer median | $1,062 |
| Carter-Jones Companies: average balance | $30,865 | |
| Peer median | $57,877 |
| Carter-Jones Companies: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.13% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $123M at the end of plan year 2021 to $201M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 6,805 | $201M | $3.1M | $478 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 6,276 | $167M | $2.9M | $482 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 5,814 | $143M | $2.7M | $491 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 5,343 | $116M | $2.5M | $499 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 4,717 | $123M | $2M | $472 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Carter-Jones Companies match 401(k) contributions?
The match terms for the Carter-Jones Companies 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $3.1M in employer contributions, about $478 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carter-Jones Companies 401(k) match vested?
The vesting schedule for the Carter-Jones Companies 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carter-Jones Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Usi Consulting Group. The plan administrator is Carter-Jones Companies, Inc..
I left Carter-Jones Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carter-Jones Companies, Inc., (330) 673-6100) or the recordkeeper, Usi Consulting Group. The Carter-Jones Companies old 401(k) page lists the contacts from every plan filing. Find an old Carter-Jones Companies 401(k)
Data from the public Form 5500 annual reports Carter-Jones Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Carter-Jones Companies. Not financial advice. Report a correction · Methodology