Kalmar USA Holding 401(k) match, vesting and fees
What Kalmar USA Holding'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Bt&Co., P.A. (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.
| Kalmar USA Holding: employer contribution per participant | $3,450 | |
| Peer median | $1,847 |
| Kalmar USA Holding: average balance | $168,455 | |
| Peer median | $65,512 |
| Kalmar USA Holding: admin expenses ÷ assets | 0.20% | |
| 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 were $50.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 337 | $50.2M | $1M | $3,450 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Kalmar USA Holding match 401(k) contributions?
The match terms for the Kalmar USA Holding, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $3,450 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kalmar USA Holding 401(k) match vested?
The vesting schedule for the Kalmar USA Holding, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kalmar USA Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Kalmar USA Holding, Inc.
I left Kalmar USA Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kalmar USA Holding, Inc, (419) 322-9695) or the recordkeeper, Empower Annuity Insurance Company O. The Kalmar USA Holding old 401(k) page lists the contacts from every plan filing. Find an old Kalmar USA Holding 401(k)
Data from the public Form 5500 annual reports Kalmar USA Holding filed with the U.S. Department of Labor (plan years 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 Kalmar USA Holding. Not financial advice. Report a correction · Methodology