J. R. Tharpe Trucking 401(k) match, vesting and fees
What J. R. Tharpe Trucking'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 Co | Schedule C ↗ |
| Independent auditor | Scott Miller Cpa and Associates, PC (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 17,577 defined-contribution plans in transportation and warehousing with fewer than 100 participants.
| J. R. Tharpe Trucking: employer contribution per participant | $1,373 | |
| Peer median | $1,490 |
| J. R. Tharpe Trucking: average balance | $9,063 | |
| Peer median | $29,383 |
| J. R. Tharpe Trucking: admin expenses ÷ assets | 2.16% | |
| Peer median | 0.51% |
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 $481K at the end of plan year 2023 to $870K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $870K | $132K | $1,373 | 2.16% | Not published | Form 5500 ↗ |
| 2023 | 145 | $481K | $117K | $999 | 1.50% | Not published | Form 5500 ↗ |
Common questions
Does J. R. Tharpe Trucking match 401(k) contributions?
The match terms for the J. R. Tharpe Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $132K in employer contributions, about $1,373 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the J. R. Tharpe Trucking 401(k) match vested?
The vesting schedule for the J. R. Tharpe Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the J. R. Tharpe Trucking 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co. The plan administrator is J. R. Tharpe Trucking Company, Inc..
I left J. R. Tharpe Trucking. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (J. R. Tharpe Trucking Company, Inc., (434) 767-4384) or the recordkeeper, Empower Annuity Insurance Co. The J. R. Tharpe Trucking old 401(k) page lists the contacts from every plan filing. Find an old J. R. Tharpe Trucking 401(k)
Data from the public Form 5500 annual reports J. R. Tharpe Trucking filed with the U.S. Department of Labor (plan years 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 J. R. Tharpe Trucking. Not financial advice. Report a correction · Methodology