Hargrove and Associates 401(k) match, vesting and fees
What Hargrove and Associates' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Harding, Shymanski & Company, Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Hargrove and Associates: employer contribution per participant | $2,295 | |
| Peer median | $2,556 |
| Hargrove and Associates: average balance | $87,598 | |
| Peer median | $100,166 |
| Hargrove and Associates: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.11% |
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 $167M at the end of plan year 2021 to $251M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,154 | $251M | $6.6M | $2,295 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 3,139 | $204M | $6.6M | $2,295 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 2,722 | $151M | $3.5M | $1,296 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 2,557 | $167M | $2.3M | $977 | 0.19% | Not published | Form 5500 ↗ |
Other Hargrove and Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hargrove Holding Company, Inc. Teammate 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.
| Recordkeeper | Principal | Schedule C ↗ |
| Independent auditor | Harding, Shymanski & Company, P.S.C (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Hargrove and Associates match 401(k) contributions?
The match terms for the Hargrove 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $6.6M in employer contributions, about $2,295 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hargrove and Associates 401(k) match vested?
The vesting schedule for the Hargrove 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hargrove and Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Hargrove and Associates, Inc..
I left Hargrove and Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hargrove and Associates, Inc., (251) 476-0605) or the recordkeeper, Fidelity Investments Institutional. The Hargrove and Associates old 401(k) page lists the contacts from every plan filing. Find an old Hargrove and Associates 401(k)
Data from the public Form 5500 annual reports Hargrove and Associates 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 Hargrove and Associates. Not financial advice. Report a correction · Methodology