Core Machinery 401(k) match, vesting and fees
What Core Machinery's 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 | Cliftonlarsonallen 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.
| Core Machinery: employer contribution per participant | $2,184 | |
| Peer median | $1,988 |
| Core Machinery: average balance | $57,352 | |
| Peer median | $75,431 |
| Core Machinery: admin expenses ÷ assets | 0.30% | |
| 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 were $16.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 299 | $16.7M | $636K | $2,184 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Core Machinery match 401(k) contributions?
The match terms for the Core Machinery Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $636K in employer contributions, about $2,184 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Core Machinery 401(k) match vested?
The vesting schedule for the Core Machinery Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Core Machinery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Core Machinery.
I left Core Machinery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Core Machinery, (602) 256-5117) or the recordkeeper, Fidelity Investments Institutional. The Core Machinery old 401(k) page lists the contacts from every plan filing. Find an old Core Machinery 401(k)
Data from the public Form 5500 annual reports Core Machinery 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 Core Machinery. Not financial advice. Report a correction · Methodology