Kriete Truck Center Milwaukee 401(k) match, vesting and fees
What Kriete Truck Center Milwaukee'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 | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | 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 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Kriete Truck Center Milwaukee: employer contribution per participant | $2,547 | |
| Peer median | $1,855 |
| Kriete Truck Center Milwaukee: average balance | $71,319 | |
| Peer median | $72,906 |
| Kriete Truck Center Milwaukee: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.22% |
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 $32.6M at the end of plan year 2021 to $39.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 641 | $39.4M | $1.4M | $2,547 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 608 | $32.2M | $710K | $1,403 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 582 | $27.8M | $579K | $1,242 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 519 | $32.6M | $439K | $1,283 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Kriete Truck Center Milwaukee match 401(k) contributions?
The match terms for the Kriete Group Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,547 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kriete Truck Center Milwaukee 401(k) match vested?
The vesting schedule for the Kriete Group Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kriete Truck Center Milwaukee 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Trust Company, N.A.. The plan administrator is Kriete Truck Center Milwaukee, Inc..
I left Kriete Truck Center Milwaukee. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kriete Truck Center Milwaukee, Inc., (414) 224-9300) or the recordkeeper, Associated Trust Company, N.A.. The Kriete Truck Center Milwaukee old 401(k) page lists the contacts from every plan filing. Find an old Kriete Truck Center Milwaukee 401(k)
Data from the public Form 5500 annual reports Kriete Truck Center Milwaukee 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 Kriete Truck Center Milwaukee. Not financial advice. Report a correction · Methodology