Mid-States Bolt & Screw 401(k) match, vesting and fees
What Mid-States Bolt & Screw'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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Lewis & Knopf, Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Mid-States Bolt & Screw: employer contribution per participant | $1,252 | |
| Peer median | $1,988 |
| Mid-States Bolt & Screw: average balance | $79,058 | |
| Peer median | $75,431 |
| Mid-States Bolt & Screw: admin expenses ÷ assets | 0.61% | |
| Peer median | 0.31% |
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 $19.5M at the end of plan year 2021 to $20.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 307 | $20.8M | $329K | $1,252 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 90 | $18M | $243K | $2,729 | 0.46% | Not published | 5500-SF ↗ |
| 2022 | 91 | $16.1M | $201K | $2,364 | 0.45% | Not published | 5500-SF ↗ |
| 2021 | 92 | $19.5M | $194K | $2,313 | 0.43% | Not published | 5500-SF ↗ |
Other Mid-States Bolt & Screw plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mid-States Bolt & Screw, LLC Hourly Employees' 401(k) Plan & Trust
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 | Milliman | 2023 Schedule C ↗ |
| Independent auditor | Lewis & Knopf, Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Mid-States Bolt & Screw match 401(k) contributions?
The match terms for the Mid-States Bolt & Screw, LLC 401(k) Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $329K in employer contributions, about $1,252 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mid-States Bolt & Screw 401(k) match vested?
The vesting schedule for the Mid-States Bolt & Screw, LLC 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mid-States Bolt & Screw 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Mid-States Bolt & Screw, LLC.
I left Mid-States Bolt & Screw. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mid-States Bolt & Screw, LLC, (810) 744-0123) or the recordkeeper, Milliman, Inc.. The Mid-States Bolt & Screw old 401(k) page lists the contacts from every plan filing. Find an old Mid-States Bolt & Screw 401(k)
Data from the public Form 5500 annual reports Mid-States Bolt & Screw 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 Mid-States Bolt & Screw. Not financial advice. Report a correction · Methodology