McCreary Modern 401(k) match, vesting and fees
What McCreary Modern'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Smith Leonard, PLLC (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 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| McCreary Modern: employer contribution per participant | $697 | |
| Peer median | $2,038 |
| McCreary Modern: average balance | $54,549 | |
| Peer median | $72,907 |
| McCreary Modern: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.20% |
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 $41.3M at the end of plan year 2021 to $43.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 825 | $43.1M | $552K | $697 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 838 | $39.9M | $542K | $668 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 940 | $34.7M | $547K | $711 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 903 | $41.3M | $486K | $653 | 0.42% | Not published | Form 5500 ↗ |
Other McCreary Modern plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mccreary Modern, Inc. Employee Stock Ownership Plan
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 | Blue Ridge Topco, LLC | Schedule C ↗ |
| Independent auditor | Smith Leonard PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does McCreary Modern match 401(k) contributions?
The match terms for the Mccreary Modern, Inc. Employees' 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $552K in employer contributions, about $697 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McCreary Modern 401(k) match vested?
The vesting schedule for the Mccreary Modern, Inc. Employees' 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McCreary Modern 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Mccreary Modern, Inc..
I left McCreary Modern. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mccreary Modern, Inc., (828) 468-2010) or the recordkeeper, Empower Annuity Insurance Company. The McCreary Modern old 401(k) page lists the contacts from every plan filing. Find an old McCreary Modern 401(k)
Data from the public Form 5500 annual reports McCreary Modern 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 McCreary Modern. Not financial advice. Report a correction · Methodology