Haver & Boecker Holding USA 401(k) match, vesting and fees
What Haver & Boecker Holding USA'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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Maloney & Novotny, 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Haver & Boecker Holding USA: employer contribution per participant | $1,597 | |
| Peer median | $1,847 |
| Haver & Boecker Holding USA: average balance | $33,229 | |
| Peer median | $65,512 |
| Haver & Boecker Holding USA: admin expenses ÷ assets | 0.23% | |
| 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 were $9.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 309 | $9.9M | $476K | $1,597 | 0.23% | Not published | Form 5500 ↗ |
Other Haver & Boecker Holding USA plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Tylinter, Inc. Represented by the United Steelworkers of America Afl-Cio on Behalf of Local 8573
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Haver & Boecker Holding USA match 401(k) contributions?
The match terms for the Haver & Boecker Holding USA Profit Sharing & Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $476K in employer contributions, about $1,597 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Haver & Boecker Holding USA 401(k) match vested?
The vesting schedule for the Haver & Boecker Holding USA Profit Sharing & Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Haver & Boecker Holding USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Haver & Boecker Holding USA, Inc..
I left Haver & Boecker Holding USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Haver & Boecker Holding USA, Inc., (800) 321-6188) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Haver & Boecker Holding USA old 401(k) page lists the contacts from every plan filing. Find an old Haver & Boecker Holding USA 401(k)
Data from the public Form 5500 annual reports Haver & Boecker Holding USA filed with the U.S. Department of Labor (plan years 2021 and 2022 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 Haver & Boecker Holding USA. Not financial advice. Report a correction · Methodology