Lochridge-Priest 401(k) match, vesting and fees
What Lochridge-Priest'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 | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Ludwick, Montgomery & Stapp, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $4.1M at the end of plan year 2021 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 681 | $3.2M | $75K | $439 | 0.97% | Not published | Form 5500 ↗ |
| 2023 | 511 | $3.8M | $97K | $544 | 1.05% | Not published | Form 5500 ↗ |
| 2022 | 434 | $3.2M | $90K | $453 | 0.62% | Not published | Form 5500 ↗ |
| 2021 | 405 | $4.1M | $90K | $363 | 0.74% | Not published | Form 5500 ↗ |
Common questions
Does Lochridge-Priest match 401(k) contributions?
The match terms for the Lochridge-Priest, Inc Employee Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $75K in employer contributions, about $439 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lochridge-Priest 401(k) match vested?
The vesting schedule for the Lochridge-Priest, Inc Employee Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lochridge-Priest 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is Lochridge-Priest, Inc.
I left Lochridge-Priest. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lochridge-Priest, Inc, (254) 772-0670) or the recordkeeper, Transamerica Financial Life Ins Co. The Lochridge-Priest old 401(k) page lists the contacts from every plan filing. Find an old Lochridge-Priest 401(k)
Data from the public Form 5500 annual reports Lochridge-Priest 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 Lochridge-Priest. Not financial advice. Report a correction · Methodology