Executive Charge 401(k) match, vesting and fees
What Executive Charge'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 | Resources Investment Advisors, LLC | Schedule C ↗ |
| Independent auditor | Ddk & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2022 medians for 1,422 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Executive Charge: employer contribution per participant | $2 | |
| Peer median | $1,375 |
| Executive Charge: average balance | $25,087 | |
| Peer median | $33,657 |
| Executive Charge: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.41% |
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 $7.8M at the end of plan year 2021 to $5.2M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 211 | $5.2M | $428 | $2 | 0.67% | Not published | Form 5500 ↗ |
| 2021 | 219 | $7.8M | $0 | $0 | 0.60% | Not published | Form 5500 ↗ |
Other Executive Charge plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Executive Charge Inc 401(k) Profit Sharing Plan & Trust
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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Ddk & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Executive Charge match 401(k) contributions?
The match terms for the Executive Charge Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2022 filing reports $428 in employer contributions, about $2 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Executive Charge 401(k) match vested?
The vesting schedule for the Executive Charge Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Executive Charge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is Resources Investment Advisors, LLC. The plan administrator is Executive Charge Inc.
I left Executive Charge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Executive Charge Inc, (718) 438-1100) or the recordkeeper, Resources Investment Advisors, LLC. The Executive Charge old 401(k) page lists the contacts from every plan filing. Find an old Executive Charge 401(k)
Data from the public Form 5500 annual reports Executive Charge 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 Executive Charge. Not financial advice. Report a correction · Methodology