Kimberton Whole Foods 401(k) match, vesting and fees
What Kimberton Whole Foods' 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 | Capital Group Retirement Plan Svs | Schedule C ↗ |
| Independent auditor | Maillie LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Kimberton Whole Foods: employer contribution per participant | $1,414 | |
| Peer median | $1,216 |
| Kimberton Whole Foods: average balance | $31,475 | |
| Peer median | $50,590 |
| Kimberton Whole Foods: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.43% |
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 $3.1M at the end of plan year 2021 to $4.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 264 | $4.6M | $205K | $1,414 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 229 | $3.7M | $175K | $1,290 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 187 | $2.9M | $150K | $1,116 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 157 | $3.1M | $151K | $962 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Kimberton Whole Foods match 401(k) contributions?
The match terms for the Kimberton Whole Foods 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $205K in employer contributions, about $1,414 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kimberton Whole Foods 401(k) match vested?
The vesting schedule for the Kimberton Whole Foods 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kimberton Whole Foods 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svs. The plan administrator is Kimberton Whole Foods.
I left Kimberton Whole Foods. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kimberton Whole Foods, (610) 233-2343) or the recordkeeper, Capital Group Retirement Plan Svs. The Kimberton Whole Foods old 401(k) page lists the contacts from every plan filing. Find an old Kimberton Whole Foods 401(k)
Data from the public Form 5500 annual reports Kimberton Whole Foods 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 Kimberton Whole Foods. Not financial advice. Report a correction · Methodology