McBride & Son Services 401(k) match, vesting and fees
What McBride & Son Services' 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Abeles and Hoffman, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| McBride & Son Services: employer contribution per participant | $1,656 | |
| Peer median | $2,051 |
| McBride & Son Services: average balance | $190,392 | |
| Peer median | $71,053 |
| McBride & Son Services: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.25% |
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 $30.5M at the end of plan year 2021 to $34.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 219 | $34.1M | $296K | $1,656 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 196 | $32.5M | $388K | $2,382 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 181 | $28.7M | $380K | $2,223 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 171 | $30.5M | $1.1M | $7,032 | 0.21% | Not published | Form 5500 ↗ |
Other McBride & Son Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mcbride & Son 401(k) Savings Plan for Craft Employees
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does McBride & Son Services match 401(k) contributions?
The match terms for the Mcbride & Son 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $296K in employer contributions, about $1,656 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McBride & Son Services 401(k) match vested?
The vesting schedule for the Mcbride & Son 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McBride & Son Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Mcbride & Son Services Co..
I left McBride & Son Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mcbride & Son Services Co., (314) 336-0219) or the recordkeeper, Newport Group, Inc.. The McBride & Son Services old 401(k) page lists the contacts from every plan filing. Find an old McBride & Son Services 401(k)
Data from the public Form 5500 annual reports McBride & Son Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 McBride & Son Services. Not financial advice. Report a correction · Methodology