Earl Enterprises Corporate 401(k) match, vesting and fees
What Earl Enterprises Corporate'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Templeton & 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 166 defined-contribution plans in accommodation and food services with 500 to 999 participants.
| Earl Enterprises Corporate: employer contribution per participant | $1,364 | |
| Peer median | $803 |
| Earl Enterprises Corporate: average balance | $44,423 | |
| Peer median | $25,426 |
| Earl Enterprises Corporate: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.56% |
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 $33.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,933 | $33.1M | $1M | $1,364 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Earl Enterprises Corporate match 401(k) contributions?
The match terms for the Earl Enterprises Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $1,364 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Earl Enterprises Corporate 401(k) match vested?
The vesting schedule for the Earl Enterprises Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Earl Enterprises Corporate 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Earl Enterprises Corporate, LLC.
I left Earl Enterprises Corporate. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Earl Enterprises Corporate, LLC, (407) 903-5561) or the recordkeeper, Empower Annuity Insurance Company O. The Earl Enterprises Corporate old 401(k) page lists the contacts from every plan filing. Find an old Earl Enterprises Corporate 401(k)
Data from the public Form 5500 annual reports Earl Enterprises Corporate 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 Earl Enterprises Corporate. Not financial advice. Report a correction · Methodology