Heyward Allen Motor 401(k) match, vesting and fees
What Heyward Allen Motor'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Bates Carter and Co, 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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Heyward Allen Motor: employer contribution per participant | $3,358 | |
| Peer median | $1,216 |
| Heyward Allen Motor: average balance | $101,151 | |
| Peer median | $50,590 |
| Heyward Allen Motor: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.43% |
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 $8.9M at the end of plan year 2021 to $11.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 236 | $11.9M | $396K | $3,358 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 220 | $10.1M | $359K | $3,456 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 203 | $7.8M | $166K | $1,629 | 0.61% | Not published | Form 5500 ↗ |
| 2021 | 202 | $8.9M | $129K | $1,256 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Heyward Allen Motor match 401(k) contributions?
The match terms for the Heyward Allen Motor Company, Inc. Profit Sharing and Salary Deferral Plan have not been published from its filing yet. The plan year 2024 filing reports $396K in employer contributions, about $3,358 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heyward Allen Motor 401(k) match vested?
The vesting schedule for the Heyward Allen Motor Company, Inc. Profit Sharing and Salary Deferral Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heyward Allen Motor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Heyward Allen Motor Company, Inc..
I left Heyward Allen Motor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heyward Allen Motor Company, Inc., (706) 369-5020) or the recordkeeper, Empower Annuity Insurance Company. The Heyward Allen Motor old 401(k) page lists the contacts from every plan filing. Find an old Heyward Allen Motor 401(k)
Data from the public Form 5500 annual reports Heyward Allen Motor 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 Heyward Allen Motor. Not financial advice. Report a correction · Methodology