Family Allergy Mso 401(k) match, vesting and fees
What Family Allergy Mso'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Family Allergy Mso: employer contribution per participant | $3,187 | |
| Peer median | $1,468 |
| Family Allergy Mso: average balance | $94,289 | |
| Peer median | $37,786 |
| Family Allergy Mso: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.39% |
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 $29.4M at the end of plan year 2021 to $37.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 588 | $37.2M | $1.3M | $3,187 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 507 | $34.4M | $1.2M | $3,577 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 479 | $27.4M | $1.1M | $3,241 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 396 | $29.4M | $808K | $2,877 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Family Allergy Mso match 401(k) contributions?
The match terms for the Family Allergy & Asthma Safe Harbor 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $3,187 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Family Allergy Mso 401(k) match vested?
The vesting schedule for the Family Allergy & Asthma Safe Harbor 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Family Allergy Mso 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Family Allergy Mso, LLC.
I left Family Allergy Mso. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Family Allergy Mso, LLC, (502) 429-8585) or the recordkeeper, Principal Life Insurance Company. The Family Allergy Mso old 401(k) page lists the contacts from every plan filing. Find an old Family Allergy Mso 401(k)
Data from the public Form 5500 annual reports Family Allergy Mso 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 Family Allergy Mso. Not financial advice. Report a correction · Methodology