Fort Recovery Industries 401(k) match, vesting and fees
What Fort Recovery Industries' 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 | Empower Annuity Insurance Co. | Schedule C ↗ |
| Independent auditor | Katz Sapper & Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Fort Recovery Industries: employer contribution per participant | $735 | |
| Peer median | $1,847 |
| Fort Recovery Industries: average balance | $58,885 | |
| Peer median | $65,512 |
| Fort Recovery Industries: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.32% |
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 $1.1M at the end of plan year 2021 to $19.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 339 | $19.9M | $248K | $735 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 0 | $0 | -$851K | — | 2.17% | Not published | 5500-SF ↗ |
| 2021 | 0 | $1.1M | — | — | 2.30% | Not published | Form 5500 ↗ |
Other Fort Recovery Industries plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fort Recovery Industries, Inc. Money Accumulation Plan and 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 | Empower Annuity Insurance Co. | Schedule C ↗ |
| Independent auditor | Katz Sapper & Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Fort Recovery Industries match 401(k) contributions?
The match terms for the Fort Recovery Industries, Inc. Money Accumulation Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $248K in employer contributions, about $735 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fort Recovery Industries 401(k) match vested?
The vesting schedule for the Fort Recovery Industries, Inc. Money Accumulation Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fort Recovery Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co.. The plan administrator is Fort Recovery Industries, Inc..
I left Fort Recovery Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fort Recovery Industries, Inc., (419) 375-4121) or the recordkeeper, Empower Annuity Insurance Co.. The Fort Recovery Industries old 401(k) page lists the contacts from every plan filing. Find an old Fort Recovery Industries 401(k)
Data from the public Form 5500 annual reports Fort Recovery Industries 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 Fort Recovery Industries. Not financial advice. Report a correction · Methodology