Eppendorf Holding 401(k) match, vesting and fees
What Eppendorf Holding'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cohnreznick, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Eppendorf Holding: employer contribution per participant | $1,647 | |
| Peer median | $2,066 |
| Eppendorf Holding: average balance | $127,330 | |
| Peer median | $77,876 |
| Eppendorf Holding: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.14% |
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 $116M at the end of plan year 2021 to $133M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,076 | $133M | $1.7M | $1,647 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 1,123 | $113M | $1.7M | $1,541 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,109 | $87.3M | $1.6M | $1,542 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,002 | $116M | $1.3M | $1,337 | 0.02% | Not published | Form 5500 ↗ |
Other Eppendorf Holding plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Eppendorf Holdings Pr Savings and Retirement 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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Eppendorf North America, Inc. Profit Sharing 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cohnreznick, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Eppendorf Holding match 401(k) contributions?
The match terms for the Eppendorf Holdings, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $1,647 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eppendorf Holding 401(k) match vested?
The vesting schedule for the Eppendorf Holdings, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eppendorf Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Eppendorf Holding, Incorporated.
I left Eppendorf Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eppendorf Holding, Incorporated, (860) 253-3447) or the recordkeeper, Fidelity Investments Institutional. The Eppendorf Holding old 401(k) page lists the contacts from every plan filing. Find an old Eppendorf Holding 401(k)
Data from the public Form 5500 annual reports Eppendorf Holding 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 Eppendorf Holding. Not financial advice. Report a correction · Methodology