Locus Holdings 401(k) match, vesting and fees
What Locus Holdings' 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 | 401k Advisors Inc | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 22,054 defined-contribution plans in administrative, support and waste management services with fewer than 100 participants.
| Locus Holdings: employer contribution per participant | $2,709 | |
| Peer median | $1,436 |
| Locus Holdings: average balance | $48,965 | |
| Peer median | $30,456 |
| Locus Holdings: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.49% |
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 $3.9M at the end of plan year 2024 to $4.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 103 | $4.3M | $236K | $2,709 | 0.55% | Not published | 5500-SF ↗ |
| 2024 | 101 | $3.9M | $250K | $2,909 | 0.64% | Not published | Form 5500 ↗ |
Common questions
Does Locus Holdings match 401(k) contributions?
The match terms for the Locus Holdings LLC have not been published from its filing yet. The plan year 2025 filing reports $236K in employer contributions, about $2,709 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Locus Holdings 401(k) match vested?
The vesting schedule for the Locus Holdings LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Locus Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is 401k Advisors Inc. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Locus Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, 401k Advisors Inc. The Locus Holdings old 401(k) page lists the contacts from every plan filing. Find an old Locus Holdings 401(k)
Data from the public Form 5500 annual reports Locus Holdings filed with the U.S. Department of Labor (plan years 2024 and 2025) 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 Locus Holdings. Not financial advice. Report a correction · Methodology