Fuerst Group 401(k) match, vesting and fees
What Fuerst Group'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 | John Hancock USA | Schedule C ↗ |
| Independent auditor | Hood & Strong LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Fuerst Group: employer contribution per participant | $2,442 | |
| Peer median | $1,855 |
| Fuerst Group: average balance | $67,839 | |
| Peer median | $72,906 |
| Fuerst Group: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.22% |
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 $50.3M at the end of plan year 2021 to $63.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 974 | $63.4M | $2.3M | $2,442 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 999 | $56.4M | $2.1M | $2,192 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 1,009 | $45.9M | $2.4M | $2,546 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 911 | $50.3M | $2.2M | $2,547 | 0.59% | Not published | Form 5500 ↗ |
Other Fuerst Group plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fuerst Group, Inc. Profit Sharing Plan III
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 | Profit-sharing · Active | Form 5500 ↗ |
Fuerst Group, Inc. Profit Sharing Plan II
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 | Profit-sharing · Active | Form 5500 ↗ |
Fuerst Group 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.
| Independent auditor | Hood & Strong LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Fuerst Group match 401(k) contributions?
The match terms for the Fuerst Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $2,442 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fuerst Group 401(k) match vested?
The vesting schedule for the Fuerst Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fuerst Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is Fuerst Group, Inc..
I left Fuerst Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fuerst Group, Inc., (650) 323-5155) or the recordkeeper, John Hancock USA. The Fuerst Group old 401(k) page lists the contacts from every plan filing. Find an old Fuerst Group 401(k)
Data from the public Form 5500 annual reports Fuerst Group 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 Fuerst Group. Not financial advice. Report a correction · Methodology