Management & Training 401(k) match, vesting and fees
What Management & Training'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Traveller and Company LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| Management & Training: employer contribution per participant | $902 | |
| Peer median | $2,692 |
| Management & Training: average balance | $25,070 | |
| Peer median | $100,331 |
| Management & Training: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.06% |
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 $178M at the end of plan year 2023 to $198M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,079 | $198M | $7.1M | $902 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 6,157 | $178M | $5.2M | $883 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Management & Training match 401(k) contributions?
The match terms for the Management & Training Corporation Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.1M in employer contributions, about $902 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Management & Training 401(k) match vested?
The vesting schedule for the Management & Training Corporation Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Management & Training 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Management & Training Corporation.
I left Management & Training. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Management & Training Corporation, (801) 693-2600) or the recordkeeper, Fidelity Investments Institutional. The Management & Training old 401(k) page lists the contacts from every plan filing. Find an old Management & Training 401(k)
Data from the public Form 5500 annual reports Management & Training filed with the U.S. Department of Labor (plan years 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 Management & Training. Not financial advice. Report a correction · Methodology