James M. Pleasants 401(k) match, vesting and fees
What James M. Pleasants' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Eisneramper, LLP (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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| James M. Pleasants: employer contribution per participant | $3,694 | |
| Peer median | $1,988 |
| James M. Pleasants: average balance | $71,349 | |
| Peer median | $75,431 |
| James M. Pleasants: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.31% |
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 $12.6M at the end of plan year 2021 to $15.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 257 | $15.7M | $813K | $3,694 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 216 | $13.1M | $600K | $2,778 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 196 | $11M | $494K | $2,518 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 184 | $12.6M | $447K | $2,429 | <0.01% | Not published | Form 5500 ↗ |
Other James M. Pleasants plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
James M. Pleasants Company, Inc. Employee Stock Ownership 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.
| Independent auditor | Hughes Pittman & Gupton, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does James M. Pleasants match 401(k) contributions?
The match terms for the James M. Pleasants Company, Inc. Employees' 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $813K in employer contributions, about $3,694 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the James M. Pleasants 401(k) match vested?
The vesting schedule for the James M. Pleasants Company, Inc. Employees' 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the James M. Pleasants 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is James M. Pleasants Company, Inc..
I left James M. Pleasants. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (James M. Pleasants Company, Inc., (336) 378-9911) or the recordkeeper, Fidelity Investments Institutional. The James M. Pleasants old 401(k) page lists the contacts from every plan filing. Find an old James M. Pleasants 401(k)
Data from the public Form 5500 annual reports James M. Pleasants 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 M. Pleasants. Not financial advice. Report a correction · Methodology