Hartfiel Automation 401(k) match, vesting and fees
What Hartfiel Automation'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 | Voya Retirement Insurance & Annuity | 2024 Schedule C ↗ |
| Independent auditor | Redpath and Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Hartfiel Automation: employer contribution per participant | $2,372 | |
| Peer median | $2,091 |
| Hartfiel Automation: average balance | $107,553 | |
| Peer median | $87,400 |
| Hartfiel Automation: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.32% |
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 $27.7M at the end of plan year 2021 to $27.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 270 | $27.3M | $603K | $2,372 | 0.10% | Not published | Form 5500 ↗ |
| 2024 | 261 | $25.4M | $699K | $2,776 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 302 | $24.4M | $690K | $2,483 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 297 | $21.4M | $662K | $2,363 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 281 | $27.7M | $144K | $545 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Hartfiel Automation match 401(k) contributions?
The match terms for the Hartfiel Automation, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $603K in employer contributions, about $2,372 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hartfiel Automation 401(k) match vested?
The vesting schedule for the Hartfiel Automation, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hartfiel Automation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Futureplan Fiduciary Services.
I left Hartfiel Automation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services, (855) 711-5283) or the recordkeeper, Voya Retirement Insurance & Annuity. The Hartfiel Automation old 401(k) page lists the contacts from every plan filing. Find an old Hartfiel Automation 401(k)
Data from the public Form 5500 annual reports Hartfiel Automation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Hartfiel Automation. Not financial advice. Report a correction · Methodology