Estes Express Lines 401(k) match, vesting and fees
What Estes Express Lines' 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 | Joyner Kirkham Keel & Robertson PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Estes Express Lines: employer contribution per participant | $2,402 | |
| Peer median | $1,880 |
| Estes Express Lines: average balance | $70,018 | |
| Peer median | $51,904 |
| Estes Express Lines: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.21% |
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 $135M at the end of plan year 2021 to $161M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,422 | $161M | $5.5M | $2,402 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 3,954 | $135M | $4M | $1,928 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 3,641 | $113M | $3.6M | $1,832 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 3,680 | $135M | $3.3M | $1,708 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Estes Express Lines match 401(k) contributions?
The match terms for the Estes West 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.5M in employer contributions, about $2,402 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Estes Express Lines 401(k) match vested?
The vesting schedule for the Estes West 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Estes Express Lines 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Estes Express Lines.
I left Estes Express Lines. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Estes Express Lines, (804) 353-1900) or the recordkeeper, Fidelity Investments Institutional. The Estes Express Lines old 401(k) page lists the contacts from every plan filing. Find an old Estes Express Lines 401(k)
Data from the public Form 5500 annual reports Estes Express Lines 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 Estes Express Lines. Not financial advice. Report a correction · Methodology