Concord Coach Lines 401(k) match, vesting and fees
What Concord Coach Lines' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Tawney, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Concord Coach Lines: employer contribution per participant | $1,539 | |
| Peer median | $1,076 |
| Concord Coach Lines: average balance | $43,268 | |
| Peer median | $31,804 |
| Concord Coach Lines: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.46% |
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 $11M at the end of plan year 2021 to $11.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 305 | $11.8M | $419K | $1,539 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 318 | $10.3M | $373K | $1,457 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 287 | $8.3M | $317K | $1,405 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 271 | $11M | $238K | $1,076 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Concord Coach Lines match 401(k) contributions?
The match terms for the Concord Coach Lines, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $419K in employer contributions, about $1,539 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concord Coach Lines 401(k) match vested?
The vesting schedule for the Concord Coach Lines, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concord Coach Lines 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Concord Coach Lines, Inc..
I left Concord Coach Lines. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concord Coach Lines, Inc., (603) 228-3535) or the recordkeeper, Fidelity Investments Institutional. The Concord Coach Lines old 401(k) page lists the contacts from every plan filing. Find an old Concord Coach Lines 401(k)
Data from the public Form 5500 annual reports Concord Coach Lines 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 Concord Coach Lines. Not financial advice. Report a correction · Methodology