Intermatic 401(k) match, vesting and fees
What Intermatic'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 | Sikich Cpa 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.
| Intermatic: employer contribution per participant | $2,269 | |
| Peer median | $1,847 |
| Intermatic: average balance | $195,945 | |
| Peer median | $65,512 |
| Intermatic: admin expenses ÷ assets | 0.16% | |
| 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 $32.7M at the end of plan year 2021 to $43.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 222 | $43.5M | $504K | $2,269 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 228 | $40.2M | $484K | $2,122 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 224 | $35.4M | $588K | $2,671 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 220 | $32.7M | $554K | $2,552 | 0.13% | Not published | Form 5500 ↗ |
Other Intermatic plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Intermatic Pension Plan
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 | Bmo Harris Bank N.A. | 2022 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Intermatic match 401(k) contributions?
The match terms for the Intermatic Cash Accumulation Plan have not been published from its filing yet. The plan year 2024 filing reports $504K in employer contributions, about $2,269 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Intermatic 401(k) match vested?
The vesting schedule for the Intermatic Cash Accumulation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Intermatic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Intermatic Incorporated.
I left Intermatic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Intermatic Incorporated, (815) 675-7100) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Intermatic old 401(k) page lists the contacts from every plan filing. Find an old Intermatic 401(k)
Data from the public Form 5500 annual reports Intermatic 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 Intermatic. Not financial advice. Report a correction · Methodology