Lonestar Forklift 2017 USA, in 401(k) match, vesting and fees
What Lonestar Forklift 2017 USA, in'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 | Mutual of America Investment Corp | 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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Lonestar Forklift 2017 USA, in: employer contribution per participant | $1,892 | |
| Peer median | $1,216 |
| Lonestar Forklift 2017 USA, in: average balance | $37,137 | |
| Peer median | $50,590 |
| Lonestar Forklift 2017 USA, in: admin expenses ÷ assets | 0.03% | |
| 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 $5.8M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 365 | $9.3M | $473K | $1,892 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 383 | $6.7M | $350K | $1,758 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 275 | $5.6M | $304K | $1,740 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 232 | $5.8M | $282K | $1,642 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Lonestar Forklift 2017 USA, in match 401(k) contributions?
The match terms for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. have not been published from its filing yet. The plan year 2024 filing reports $473K in employer contributions, about $1,892 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lonestar Forklift 2017 USA, in 401(k) match vested?
The vesting schedule for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lonestar Forklift 2017 USA, in 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Lonestar Forklift 2017 USA, in.
I left Lonestar Forklift 2017 USA, in. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lonestar Forklift 2017 USA, in, (972) 494-5438) or the recordkeeper, Mutual of America Investment Corp. The Lonestar Forklift 2017 USA, in old 401(k) page lists the contacts from every plan filing. Find an old Lonestar Forklift 2017 USA, in 401(k)
Data from the public Form 5500 annual reports Lonestar Forklift 2017 USA, in 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 Lonestar Forklift 2017 USA, in. Not financial advice. Report a correction · Methodology