Eoc Holdings 401(k) match, vesting and fees
What Eoc 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 | Bokf, NA | Schedule C ↗ |
| Independent auditor | Pricekubecka, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Eoc Holdings: employer contribution per participant | $5,039 | |
| Peer median | $1,855 |
| Eoc Holdings: average balance | $82,238 | |
| Peer median | $72,906 |
| Eoc Holdings: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.22% |
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 $45.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 580 | $45.5M | $2.8M | $5,039 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Eoc Holdings match 401(k) contributions?
The match terms for the Eoc Holdings, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.8M in employer contributions, about $5,039 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eoc Holdings 401(k) match vested?
The vesting schedule for the Eoc Holdings, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eoc Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bokf, NA. The plan administrator is Eoc Holdings. LLC.
I left Eoc Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eoc Holdings. LLC, (972) 255-3500) or the recordkeeper, Bokf, NA. The Eoc Holdings old 401(k) page lists the contacts from every plan filing. Find an old Eoc Holdings 401(k)
Data from the public Form 5500 annual reports Eoc Holdings 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 Eoc Holdings. Not financial advice. Report a correction · Methodology