Custom Engineering 401(k) match, vesting and fees
What Custom Engineering'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Schaffner Knight Minnaugh & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Custom Engineering: employer contribution per participant | $1,133 | |
| Peer median | $1,847 |
| Custom Engineering: average balance | $83,520 | |
| Peer median | $65,512 |
| Custom Engineering: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.32% |
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 $11.2M at the end of plan year 2021 to $12.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $12.2M | $165K | $1,133 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 160 | $11.2M | $146K | $985 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 160 | $9.9M | $172K | $1,164 | 0.46% | Not published | Form 5500 ↗ |
| 2021 | 178 | $11.2M | $177K | $1,092 | 0.45% | Not published | Form 5500 ↗ |
Other Custom Engineering plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Custom Engineering Retirement Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Custom Engineering match 401(k) contributions?
The match terms for the Custom Group Industries 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $165K in employer contributions, about $1,133 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Custom Engineering 401(k) match vested?
The vesting schedule for the Custom Group Industries 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Custom Engineering 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Custom Engineering Company.
I left Custom Engineering. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Custom Engineering Company, (814) 898-2800) or the recordkeeper, Newport Group, Inc.. The Custom Engineering old 401(k) page lists the contacts from every plan filing. Find an old Custom Engineering 401(k)
Data from the public Form 5500 annual reports Custom Engineering 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 Custom Engineering. Not financial advice. Report a correction · Methodology