J Becker Solutions 401(k) match, vesting and fees
What J Becker Solutions' 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 | Truist Advisory Services, Inc. | Schedule C ↗ |
| Independent auditor | Meaden and Moore (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| J Becker Solutions: employer contribution per participant | $5,014 | |
| Peer median | $2,719 |
| J Becker Solutions: average balance | $161,196 | |
| Peer median | $85,424 |
| J Becker Solutions: admin expenses ÷ assets | 0.21% | |
| 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 $9.5M at the end of plan year 2021 to $21M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 134 | $21M | $652K | $5,014 | 0.21% | Not published | Form 5500 ↗ |
| 2024 | 136 | $17.2M | $692K | $5,239 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 159 | $14.2M | $761K | $4,876 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 164 | $9.8M | $668K | $4,148 | 0.19% | Not published | 5500-SF ↗ |
| 2021 | 108 | $9.5M | $454K | $4,497 | 0.21% | Not published | 5500-SF ↗ |
Common questions
Does J Becker Solutions match 401(k) contributions?
The match terms for the J Becker Solutions Inc 401k Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $652K in employer contributions, about $5,014 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the J Becker Solutions 401(k) match vested?
The vesting schedule for the J Becker Solutions Inc 401k Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the J Becker Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Truist Advisory Services, Inc.. The plan administrator is J Becker Solutions Inc.
I left J Becker Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (J Becker Solutions Inc, (888) 421-1155) or the recordkeeper, Truist Advisory Services, Inc.. The J Becker Solutions old 401(k) page lists the contacts from every plan filing. Find an old J Becker Solutions 401(k)
Data from the public Form 5500 annual reports J Becker Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 J Becker Solutions. Not financial advice. Report a correction · Methodology