Great Bay Distributors 401(k) match, vesting and fees
What Great Bay Distributors' 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 Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (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.
| Great Bay Distributors: employer contribution per participant | $1,086 | |
| Peer median | $1,855 |
| Great Bay Distributors: average balance | $78,900 | |
| Peer median | $72,906 |
| Great Bay Distributors: admin expenses ÷ assets | 0.14% | |
| 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 $37.9M at the end of plan year 2021 to $42.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 546 | $42.8M | $590K | $1,086 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 546 | $41.2M | $571K | $1,050 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 507 | $36M | $332K | $664 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 421 | $37.9M | $543K | $1,311 | 0.15% | Not published | Form 5500 ↗ |
Other Great Bay Distributors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Great Bay Distributors, Inc. Profit Sharing 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 | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Great Bay Distributors match 401(k) contributions?
The match terms for the Savings and Retirement Plan for Employees of Great Bay Distributors, Inc. have not been published from its filing yet. The plan year 2024 filing reports $590K in employer contributions, about $1,086 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Great Bay Distributors 401(k) match vested?
The vesting schedule for the Savings and Retirement Plan for Employees of Great Bay Distributors, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Great Bay Distributors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Great Bay Distributors, Inc..
I left Great Bay Distributors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Great Bay Distributors, Inc., (727) 584-8626) or the recordkeeper, Empower Annuity Insurance Company. The Great Bay Distributors old 401(k) page lists the contacts from every plan filing. Find an old Great Bay Distributors 401(k)
Data from the public Form 5500 annual reports Great Bay Distributors 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 Great Bay Distributors. Not financial advice. Report a correction · Methodology