Jasper Holdings 401(k) match, vesting and fees
What Jasper Holdings' 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 Company O | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Jasper Holdings: employer contribution per participant | $1,474 | |
| Peer median | $2,413 |
| Jasper Holdings: average balance | $74,313 | |
| Peer median | $86,434 |
| Jasper Holdings: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.12% |
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 $297M at the end of plan year 2023 to $357M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,938 | $357M | $7.1M | $1,474 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 4,760 | $297M | $7.3M | $1,580 | 0.13% | Not published | Form 5500 ↗ |
Other Jasper Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jasper Holdings, Inc 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 | Kraft Cpa'S PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Jasper Holdings match 401(k) contributions?
The match terms for the Jasper Holdings, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.1M in employer contributions, about $1,474 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jasper Holdings 401(k) match vested?
The vesting schedule for the Jasper Holdings, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jasper Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Jasper Holdings, Inc..
I left Jasper Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jasper Holdings, Inc., (812) 482-1041) or the recordkeeper, Empower Annuity Insurance Company O. The Jasper Holdings old 401(k) page lists the contacts from every plan filing. Find an old Jasper Holdings 401(k)
Data from the public Form 5500 annual reports Jasper Holdings 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 Jasper Holdings. Not financial advice. Report a correction · Methodology