Hanbury Evans Wright Vlattas + 401(k) match, vesting and fees
What Hanbury Evans Wright Vlattas +'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pbmares, 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Hanbury Evans Wright Vlattas +: employer contribution per participant | $1,705 | |
| Peer median | $2,521 |
| Hanbury Evans Wright Vlattas +: average balance | $154,800 | |
| Peer median | $75,833 |
| Hanbury Evans Wright Vlattas +: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.27% |
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 $15.8M at the end of plan year 2021 to $27.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 180 | $27.7M | $305K | $1,705 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 180 | $23.6M | $255K | $1,449 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 151 | $17.5M | $201K | $1,337 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 136 | $15.8M | $157K | $1,225 | 0.40% | Not published | Form 5500 ↗ |
Other Hanbury Evans Wright Vlattas + plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hanbury Evans Wright Vlattas + Company Employee Stock Ownership 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 | Pbmares, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Hanbury Evans Wright Vlattas + match 401(k) contributions?
The match terms for the Hanbury Evans Wright Vlattas + Company Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $305K in employer contributions, about $1,705 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hanbury Evans Wright Vlattas + 401(k) match vested?
The vesting schedule for the Hanbury Evans Wright Vlattas + Company Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hanbury Evans Wright Vlattas + 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Hanbury Evans Wright Vlattas + Company.
I left Hanbury Evans Wright Vlattas +. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hanbury Evans Wright Vlattas + Company, (907) 795-0820) or the recordkeeper, Principal Life Insurance Company. The Hanbury Evans Wright Vlattas + old 401(k) page lists the contacts from every plan filing. Find an old Hanbury Evans Wright Vlattas + 401(k)
Data from the public Form 5500 annual reports Hanbury Evans Wright Vlattas + 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 Hanbury Evans Wright Vlattas +. Not financial advice. Report a correction · Methodology