Hunsaker & Associates Irvine 401(k) match, vesting and fees
What Hunsaker & Associates Irvine'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 | Wright Ford Young & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Hunsaker & Associates Irvine: employer contribution per participant | $2,287 | |
| Peer median | $2,521 |
| Hunsaker & Associates Irvine: average balance | $277,081 | |
| Peer median | $75,833 |
| Hunsaker & Associates Irvine: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.27% |
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 $60.7M at the end of plan year 2021 to $65.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 236 | $65.1M | $538K | $2,287 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 224 | $58.1M | $691K | $18,178 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 238 | $52.4M | $585K | $2,458 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 227 | $60.7M | $467K | $2,057 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Hunsaker & Associates Irvine match 401(k) contributions?
The match terms for the Hunsaker & Associates Irvine, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $538K in employer contributions, about $2,287 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hunsaker & Associates Irvine 401(k) match vested?
The vesting schedule for the Hunsaker & Associates Irvine, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hunsaker & Associates Irvine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Hunsaker & Associates Irvine Inc.
I left Hunsaker & Associates Irvine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hunsaker & Associates Irvine Inc, (949) 583-1010) or the recordkeeper, Empower Annuity Insurance Company. The Hunsaker & Associates Irvine old 401(k) page lists the contacts from every plan filing. Find an old Hunsaker & Associates Irvine 401(k)
Data from the public Form 5500 annual reports Hunsaker & Associates Irvine 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 Hunsaker & Associates Irvine. Not financial advice. Report a correction · Methodology