Irving Oil Terminals 401(k) match, vesting and fees
What Irving Oil Terminals' 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Baker Newman & Noyes 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 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Irving Oil Terminals: employer contribution per participant | $2,346 | |
| Peer median | $1,855 |
| Irving Oil Terminals: average balance | $83,724 | |
| Peer median | $72,906 |
| Irving Oil Terminals: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.22% |
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 $72.2M at the end of plan year 2023 to $81M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,008 | $81M | $2.3M | $2,346 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 989 | $72.2M | $2.1M | $2,233 | 0.06% | Not published | Form 5500 ↗ |
Other Irving Oil Terminals plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Irving Oil Terminals, Inc. 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Irving Oil Terminals match 401(k) contributions?
The match terms for the Irving USA Employees 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $2,346 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Irving Oil Terminals 401(k) match vested?
The vesting schedule for the Irving USA Employees 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Irving Oil Terminals 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Irving Oil Terminals Inc..
I left Irving Oil Terminals. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Irving Oil Terminals Inc., (506) 202-7269) or the recordkeeper, Milliman, Inc.. The Irving Oil Terminals old 401(k) page lists the contacts from every plan filing. Find an old Irving Oil Terminals 401(k)
Data from the public Form 5500 annual reports Irving Oil Terminals 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 Irving Oil Terminals. Not financial advice. Report a correction · Methodology