Charles Matoian Enterprises 401(k) match, vesting and fees
What Charles Matoian Enterprises' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Baerg & Associates, Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Charles Matoian Enterprises: employer contribution per participant | $3,417 | |
| Peer median | $1,988 |
| Charles Matoian Enterprises: average balance | $98,201 | |
| Peer median | $75,431 |
| Charles Matoian Enterprises: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.31% |
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 $19.6M at the end of plan year 2021 to $25.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 261 | $25.6M | $892K | $3,417 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 255 | $20.7M | $745K | $2,921 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 244 | $16.6M | $701K | $2,896 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 237 | $19.6M | $682K | $2,928 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Charles Matoian Enterprises match 401(k) contributions?
The match terms for the Charles Matoian Enterprises, Inc. DBA Ok Produce 401(k) have not been published from its filing yet. The plan year 2024 filing reports $892K in employer contributions, about $3,417 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charles Matoian Enterprises 401(k) match vested?
The vesting schedule for the Charles Matoian Enterprises, Inc. DBA Ok Produce 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charles Matoian Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Charles Matoian Enterprises, Inc.
I left Charles Matoian Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charles Matoian Enterprises, Inc, (559) 443-8345) or the recordkeeper, ADP, Inc.. The Charles Matoian Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Charles Matoian Enterprises 401(k)
Data from the public Form 5500 annual reports Charles Matoian Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Charles Matoian Enterprises. Not financial advice. Report a correction · Methodology