Kargo Global 401(k) match, vesting and fees
What Kargo Global'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 | Slavic Integrated Administration | Schedule C ↗ |
| Independent auditor | Withumsmith & Brown (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Kargo Global: employer contribution per participant | $3,265 | |
| Peer median | $2,188 |
| Kargo Global: average balance | $65,683 | |
| Peer median | $63,883 |
| Kargo Global: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.27% |
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 $16M at the end of plan year 2021 to $29.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 537 | $29.4M | $1.5M | $3,265 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 473 | $22.3M | $1.2M | $2,948 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 397 | $15.7M | $850K | $2,568 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 288 | $16M | $778K | $3,088 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Kargo Global match 401(k) contributions?
The match terms for the Kargo Global LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $3,265 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kargo Global 401(k) match vested?
The vesting schedule for the Kargo Global LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kargo Global 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Slavic Integrated Administration. The plan administrator is Kargo Global LLC.
I left Kargo Global. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kargo Global LLC, (212) 979-7910) or the recordkeeper, Slavic Integrated Administration. The Kargo Global old 401(k) page lists the contacts from every plan filing. Find an old Kargo Global 401(k)
Data from the public Form 5500 annual reports Kargo Global 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 Kargo Global. Not financial advice. Report a correction · Methodology