Etr Associates 401(k) match, vesting and fees
What Etr Associates' 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 | Fid. Inv. Instit. Operations Co. | Schedule C ↗ |
| Independent auditor | Johanson & Yau Accountancy Corp (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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Etr Associates: employer contribution per participant | $5,345 | |
| Peer median | $1,684 |
| Etr Associates: average balance | $156,723 | |
| Peer median | $62,952 |
| Etr Associates: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.17% |
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 $23M at the end of plan year 2021 to $31.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 215 | $31.8M | $1.1M | $5,345 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 233 | $29M | $1M | $5,249 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 212 | $25.1M | $952K | $5,174 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 209 | $23M | $1.1M | $6,544 | 0.22% | Not published | Form 5500 ↗ |
Other Etr Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Etr Associates, Inc. Prototype Qualified Money Purchase Pension 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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does Etr Associates match 401(k) contributions?
The match terms for the Etr Associates, Inc. 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $5,345 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Etr Associates 401(k) match vested?
The vesting schedule for the Etr Associates, Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Etr Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid. Inv. Instit. Operations Co.. The plan administrator is Etr Associates, Inc..
I left Etr Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Etr Associates, Inc., (831) 438-4060) or the recordkeeper, Fid. Inv. Instit. Operations Co.. The Etr Associates old 401(k) page lists the contacts from every plan filing. Find an old Etr Associates 401(k)
Data from the public Form 5500 annual reports Etr Associates 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 Etr Associates. Not financial advice. Report a correction · Methodology