Jel Sert 401(k) match, vesting and fees
What Jel Sert'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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 45,858 defined-contribution plans in manufacturing with fewer than 100 participants.
| Jel Sert: employer contribution per participant | $481 | |
| Peer median | $1,782 |
| Jel Sert: average balance | $61,106 | |
| Peer median | $63,221 |
| Jel Sert: admin expenses ÷ assets | 0.82% | |
| Peer median | 0.44% |
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 $3.7M at the end of plan year 2021 to $3.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 705 | $3.3M | $26K | $481 | 0.82% | Not published | Form 5500 ↗ |
| 2024 | 717 | $3.4M | $25K | $437 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 825 | $3M | $24K | $498 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 754 | $2.8M | $25K | $468 | 0.83% | Not published | Form 5500 ↗ |
| 2021 | 671 | $3.7M | $27K | $483 | 0.85% | Not published | Form 5500 ↗ |
Other Jel Sert plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jel Sert Company Incentive Savings 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cassell Plan Audits, Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Jel Sert match 401(k) contributions?
The match terms for the Jel Sert Retirement Income and Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $26K in employer contributions, about $481 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jel Sert 401(k) match vested?
The vesting schedule for the Jel Sert Retirement Income and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jel Sert 401(k)?
The filing names The Jel Sert Company as plan administrator; it does not list a recordkeeper.
I left Jel Sert. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Jel Sert Company, (630) 876-4721). The Jel Sert old 401(k) page lists the contacts from every plan filing. Find an old Jel Sert 401(k)
Data from the public Form 5500 annual reports Jel Sert 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 Jel Sert. Not financial advice. Report a correction · Methodology