Hargrove Holding retirement plan: assets, participants and fees
What Hargrove Holding's retirement plan 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 | Argent Trust | Schedule C ↗ |
| Independent auditor | Harding, Shymanski & Company, P.S.C (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · 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 Holding: employer contribution per participant | $2,091 | |
| Peer median | $2,556 |
| Hargrove Holding: average balance | $27,095 | |
| Peer median | $100,166 |
| Hargrove Holding: admin expenses ÷ assets | 0.36% | |
| 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 $56.2M at the end of plan year 2023 to $73.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,764 | $73.3M | $5.7M | $2,091 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 2,564 | $56.2M | $5.2M | $2,061 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Hargrove Holding match 401(k) contributions?
The match terms for the Hargrove Holding Company, Inc. Teammate Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $5.7M in employer contributions, about $2,091 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hargrove Holding 401(k) match vested?
The vesting schedule for the Hargrove Holding Company, Inc. Teammate Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hargrove Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Argent Trust. The plan administrator is Hargrove Holding Company, Inc..
I left Hargrove Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hargrove Holding Company, Inc., (251) 476-0605) or the recordkeeper, Argent Trust. The Hargrove Holding old 401(k) page lists the contacts from every plan filing. Find an old Hargrove Holding 401(k)
Data from the public Form 5500 annual reports Hargrove Holding 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 Hargrove Holding. Not financial advice. Report a correction · Methodology