Jetty United 401(k) match, vesting and fees
What Jetty United'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 | Strategic Wealth Management | Schedule C ↗ |
| Independent auditor | Park Fowler & Co., PLLC (unmodified opinion) | 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Jetty United: employer contribution per participant | $1,425 | |
| Peer median | $1,468 |
| Jetty United: average balance | $67,199 | |
| Peer median | $37,786 |
| Jetty United: admin expenses ÷ assets | 1.81% | |
| 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 $7.3M at the end of plan year 2021 to $8.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 172 | $8.1M | $171K | $1,425 | 1.81% | Not published | Form 5500 ↗ |
| 2023 | 234 | $7M | $130K | $1,038 | 1.19% | Not published | Form 5500 ↗ |
| 2022 | 106 | $6.1M | $66K | $625 | 0.96% | Not published | Form 5500 ↗ |
| 2021 | 172 | $7.3M | $166K | $1,805 | 0.64% | Not published | 5500-SF ↗ |
Other Jetty United plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jetty United 401(k) 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 | Park Fowler Co PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Jetty United match 401(k) contributions?
The match terms for the Jetty United 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $171K in employer contributions, about $1,425 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jetty United 401(k) match vested?
The vesting schedule for the Jetty United 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jetty United 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Strategic Wealth Management. The plan administrator is Admin316.
I left Jetty United. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Admin316, (361) 271-1211) or the recordkeeper, Strategic Wealth Management. The Jetty United old 401(k) page lists the contacts from every plan filing. Find an old Jetty United 401(k)
Data from the public Form 5500 annual reports Jetty United 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 Jetty United. Not financial advice. Report a correction · Methodology