Hunt Valley Holdings 401(k) match, vesting and fees
What Hunt Valley Holdings' 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 | Fidelity Investments Institutional, | Schedule C ↗ |
| Independent auditor | Windham Brannon,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 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Hunt Valley Holdings: employer contribution per participant | $9 | |
| Peer median | $1,895 |
| Hunt Valley Holdings: average balance | $13,510 | |
| Peer median | $71,034 |
| Hunt Valley Holdings: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.10% |
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 $115M at the end of plan year 2021 to $122M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,969 | $122M | $82K | $9 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 11,866 | $112M | — | — | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 10,223 | $98.6M | — | — | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 10,781 | $115M | — | — | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Hunt Valley Holdings match 401(k) contributions?
The match terms for the Fundamental Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $82K in employer contributions, about $9 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hunt Valley Holdings 401(k) match vested?
The vesting schedule for the Fundamental Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hunt Valley Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional,. The plan administrator is Hunt Valley Holdings LLC.
I left Hunt Valley Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hunt Valley Holdings LLC, (410) 773-2201) or the recordkeeper, Fidelity Investments Institutional,. The Hunt Valley Holdings old 401(k) page lists the contacts from every plan filing. Find an old Hunt Valley Holdings 401(k)
Data from the public Form 5500 annual reports Hunt Valley Holdings 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 Hunt Valley Holdings. Not financial advice. Report a correction · Methodology