James Alexander 401(k) match, vesting and fees
What James Alexander'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Trout Cpa (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.
| James Alexander: employer contribution per participant | $569 | |
| Peer median | $1,847 |
| James Alexander: average balance | $80,610 | |
| Peer median | $65,512 |
| James Alexander: admin expenses ÷ assets | 0.35% | |
| 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 $8.1M at the end of plan year 2021 to $9.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 129 | $9.9M | $70K | $569 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 135 | $8.5M | $70K | $581 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 143 | $7.1M | — | — | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 157 | $8.1M | — | — | 0.31% | Not published | Form 5500 ↗ |
Other James Alexander plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
James Alexander Corporation Employee Stock Ownership Plan and Trust
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.
| Independent auditor | Trout Cpa (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does James Alexander match 401(k) contributions?
The match terms for the James Alexander Corporation Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $70K in employer contributions, about $569 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the James Alexander 401(k) match vested?
The vesting schedule for the James Alexander Corporation Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the James Alexander 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is James Alexander Corporation.
I left James Alexander. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (James Alexander Corporation, (908) 362-9266) or the recordkeeper, The Vanguard Group, Inc.. The James Alexander old 401(k) page lists the contacts from every plan filing. Find an old James Alexander 401(k)
Data from the public Form 5500 annual reports James Alexander 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 James Alexander. Not financial advice. Report a correction · Methodology