Foster Caviness 401(k) match, vesting and fees
What Foster Caviness' 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 of Americ | Schedule C ↗ |
| Independent auditor | Bernard Robinson & Company, L.L.P. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Foster Caviness: employer contribution per participant | $78 | |
| Peer median | $1,988 |
| Foster Caviness: average balance | $5,585 | |
| Peer median | $75,431 |
| Foster Caviness: admin expenses ÷ assets | 1.60% | |
| Peer median | 0.31% |
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 $741K at the end of plan year 2021 to $2.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 400 | $2.1M | $30K | $78 | 1.60% | Not published | Form 5500 ↗ |
| 2023 | 302 | $1.6M | $23K | $81 | 1.59% | Not published | Form 5500 ↗ |
| 2022 | 237 | $753K | $17K | $83 | 1.64% | Not published | Form 5500 ↗ |
| 2021 | 179 | $741K | $11K | $75 | 1.43% | Not published | Form 5500 ↗ |
Common questions
Does Foster Caviness match 401(k) contributions?
The match terms for the Foster Caviness Company 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $30K in employer contributions, about $78 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Foster Caviness 401(k) match vested?
The vesting schedule for the Foster Caviness Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Foster Caviness 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance of Americ. The plan administrator is Foster Caviness Company, Inc..
I left Foster Caviness. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Foster Caviness Company, Inc., (336) 662-0571) or the recordkeeper, Empower Annuity Insurance of Americ. The Foster Caviness old 401(k) page lists the contacts from every plan filing. Find an old Foster Caviness 401(k)
Data from the public Form 5500 annual reports Foster Caviness 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 Foster Caviness. Not financial advice. Report a correction · Methodology