Jack Walters & Sons 401(k) match, vesting and fees
What Jack Walters & Sons' 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 | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Sikich Cpa, LLC (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 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Jack Walters & Sons: employer contribution per participant | $2,142 | |
| Peer median | $2,501 |
| Jack Walters & Sons: average balance | $87,768 | |
| Peer median | $71,471 |
| Jack Walters & Sons: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.39% |
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 $6.9M at the end of plan year 2021 to $10M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 169 | $10M | $244K | $2,142 | 0.38% | Not published | Form 5500 ↗ |
| 2024 | 169 | $9.7M | $229K | $1,858 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 166 | $7.6M | $142K | $1,139 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 157 | $6.3M | $115K | $909 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 145 | $6.9M | $88K | $757 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Jack Walters & Sons match 401(k) contributions?
The match terms for the Jack Walters & Sons Corp. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $244K in employer contributions, about $2,142 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jack Walters & Sons 401(k) match vested?
The vesting schedule for the Jack Walters & Sons Corp. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jack Walters & Sons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Associated Trust Company, N.A.. The plan administrator is Jack Walters & Sons Corp..
I left Jack Walters & Sons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jack Walters & Sons Corp., (262) 629-5521) or the recordkeeper, Associated Trust Company, N.A.. The Jack Walters & Sons old 401(k) page lists the contacts from every plan filing. Find an old Jack Walters & Sons 401(k)
Data from the public Form 5500 annual reports Jack Walters & Sons 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 Jack Walters & Sons. Not financial advice. Report a correction · Methodology