Donnelly Mechanical 401(k) match, vesting and fees
What Donnelly Mechanical'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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 61,401 defined-contribution plans in construction with fewer than 100 participants.
| Donnelly Mechanical: employer contribution per participant | $3,515 | |
| Peer median | $2,111 |
| Donnelly Mechanical: average balance | $289,319 | |
| Peer median | $49,594 |
| Donnelly Mechanical: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.52% |
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 $14M at the end of plan year 2021 to $19.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 73 | $19.4M | $236K | $3,515 | 0.04% | Not published | 5500-SF ↗ |
| 2024 | 77 | $16.1M | $228K | $3,117 | 0.07% | Not published | 5500-SF ↗ |
| 2023 | 75 | $13.3M | $194K | $2,979 | 0.02% | Not published | 5500-SF ↗ |
| 2022 | 84 | $11.8M | $250K | $3,520 | 0.08% | Not published | 5500-SF ↗ |
| 2021 | 81 | $14M | $265K | $3,678 | 0.08% | Not published | 5500-SF ↗ |
Other Donnelly Mechanical plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees
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 | Nawrocki Smith LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Donnelly Mechanical match 401(k) contributions?
The match terms for the Donnelly Mechanical Corp. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $236K in employer contributions, about $3,515 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Donnelly Mechanical 401(k) match vested?
The vesting schedule for the Donnelly Mechanical Corp. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Donnelly Mechanical 401(k)?
The filing names Donnelly Mechanical Corp. as plan administrator; it does not list a recordkeeper.
I left Donnelly Mechanical. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Donnelly Mechanical Corp., (718) 886-1500). The Donnelly Mechanical old 401(k) page lists the contacts from every plan filing. Find an old Donnelly Mechanical 401(k)
Data from the public Form 5500 annual reports Donnelly Mechanical 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 Donnelly Mechanical. Not financial advice. Report a correction · Methodology