Employee Owned Holdings 401(k) match, vesting and fees
What Employee Owned Holdings' 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Calvetti Ferguson (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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Employee Owned Holdings: employer contribution per participant | $2,371 | |
| Peer median | $1,988 |
| Employee Owned Holdings: average balance | $96,946 | |
| Peer median | $75,431 |
| Employee Owned Holdings: 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 went from $26.4M at the end of plan year 2021 to $37.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 424 | $37.7M | $922K | $2,371 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 394 | $30.4M | $867K | $2,436 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 394 | $24.7M | $730K | $2,092 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 323 | $26.4M | — | — | 0.30% | Not published | Form 5500 ↗ |
Other Employee Owned Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Owned Holdings, Incorporated 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 | Calvetti Ferguson, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Employee Owned Holdings match 401(k) contributions?
The match terms for the Employee Owned Holdings, Inc. 401(k) Ps Plan have not been published from its filing yet. The plan year 2024 filing reports $922K in employer contributions, about $2,371 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Employee Owned Holdings 401(k) match vested?
The vesting schedule for the Employee Owned Holdings, Inc. 401(k) Ps Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Employee Owned Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Employee Owned Holdings, Inc..
I left Employee Owned Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Employee Owned Holdings, Inc., (281) 569-7052) or the recordkeeper, Ascensus LLC. The Employee Owned Holdings old 401(k) page lists the contacts from every plan filing. Find an old Employee Owned Holdings 401(k)
Data from the public Form 5500 annual reports Employee Owned Holdings 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 Employee Owned Holdings. Not financial advice. Report a correction · Methodology