Half Price Books Records Magazines 401(k) match, vesting and fees
What Half Price Books Records Magazines' 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Carr, Riggs, & Ingram, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Half Price Books Records Magazines: employer contribution per participant | $992 | |
| Peer median | $1,023 |
| Half Price Books Records Magazines: average balance | $55,117 | |
| Peer median | $43,395 |
| Half Price Books Records Magazines: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.23% |
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 $102M at the end of plan year 2023 to $115M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,464 | $115M | $2.1M | $992 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 2,417 | $102M | $2M | $996 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Half Price Books Records Magazines match 401(k) contributions?
The match terms for the Half Price Books 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $992 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Half Price Books Records Magazines 401(k) match vested?
The vesting schedule for the Half Price Books 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Half Price Books Records Magazines 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Half Price Books Records Magazines Inc..
I left Half Price Books Records Magazines. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Half Price Books Records Magazines Inc., (214) 360-0833) or the recordkeeper, Milliman, Inc.. The Half Price Books Records Magazines old 401(k) page lists the contacts from every plan filing. Find an old Half Price Books Records Magazines 401(k)
Data from the public Form 5500 annual reports Half Price Books Records Magazines filed with the U.S. Department of Labor (plan years 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 Half Price Books Records Magazines. Not financial advice. Report a correction · Methodology