Megali Souvla 401(k) match, vesting and fees
What Megali Souvla'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 | JP Morgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Pension Assurance 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 22,493 defined-contribution plans in accommodation and food services with fewer than 100 participants.
| Megali Souvla: employer contribution per participant | $1,145 | |
| Peer median | $760 |
| Megali Souvla: average balance | $15,100 | |
| Peer median | $11,047 |
| Megali Souvla: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.59% |
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 $300K at the end of plan year 2021 to $1.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 178 | $1.3M | $101K | $1,145 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 155 | $968K | $87K | $865 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 148 | $660K | $69K | $463 | 0.07% | Not published | 5500-SF ↗ |
| 2021 | 8 | $300K | $20K | $2,548 | 0.02% | Not published | 5500-SF ↗ |
Common questions
Does Megali Souvla match 401(k) contributions?
The match terms for the Souvla 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $101K in employer contributions, about $1,145 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Megali Souvla 401(k) match vested?
The vesting schedule for the Souvla 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Megali Souvla 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is JP Morgan Invest Holdings LLC. The plan administrator is Megali Souvla, Inc..
I left Megali Souvla. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Megali Souvla, Inc., (925) 297-6009) or the recordkeeper, JP Morgan Invest Holdings LLC. The Megali Souvla old 401(k) page lists the contacts from every plan filing. Find an old Megali Souvla 401(k)
Data from the public Form 5500 annual reports Megali Souvla 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 Megali Souvla. Not financial advice. Report a correction · Methodology