Employee Owned Brands 401(k) match, vesting and fees
What Employee Owned Brands' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US LLP (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 2025 medians for 408 defined-contribution plans in manufacturing with 500 to 999 participants.
| Employee Owned Brands: employer contribution per participant | $460 | |
| Peer median | $2,176 |
| Employee Owned Brands: average balance | $98,042 | |
| Peer median | $86,901 |
| Employee Owned Brands: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.16% |
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 $60.2M at the end of plan year 2021 to $69.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,237 | $69.1M | $324K | $460 | 0.28% | Not published | Form 5500 ↗ |
| 2024 | 1,202 | $65.6M | $286K | $403 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 1,176 | $53.7M | $296K | $423 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 1,191 | $49.7M | $259K | $354 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,172 | $60.2M | $252K | $341 | 0.03% | Not published | Form 5500 ↗ |
Other Employee Owned Brands plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Owned Brands, Inc. Employee Stock Ownership 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.
| Independent auditor | Rsm US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Employee Owned Brands match 401(k) contributions?
The match terms for the Employee Owned Brands, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $324K in employer contributions, about $460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Employee Owned Brands 401(k) match vested?
The vesting schedule for the Employee Owned Brands, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Employee Owned Brands 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Employee Owned Brands, Inc..
I left Employee Owned Brands. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Employee Owned Brands, Inc., (641) 472-5131) or the recordkeeper, Principal Life Insurance Company. The Employee Owned Brands old 401(k) page lists the contacts from every plan filing. Find an old Employee Owned Brands 401(k)
Data from the public Form 5500 annual reports Employee Owned Brands 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 Employee Owned Brands. Not financial advice. Report a correction · Methodology