Mid Valley Ipa 401(k) match, vesting and fees
What Mid Valley Ipa'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 | Baker Tilly US, 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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Mid Valley Ipa: employer contribution per participant | $1,625 | |
| Peer median | $1,988 |
| Mid Valley Ipa: average balance | $67,369 | |
| Peer median | $75,431 |
| Mid Valley Ipa: admin expenses ÷ assets | 0.23% | |
| 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 $11.8M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 138 | $9.3M | $224K | $1,625 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 175 | $8.8M | $344K | $1,968 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 180 | $8.4M | $260K | $1,444 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 197 | $11.8M | $4,040 | $21 | 0.37% | Not published | Form 5500 ↗ |
Other Mid Valley Ipa plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mid Valley Ipa, Inc. Cash Balance 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Mid Valley Ipa match 401(k) contributions?
The match terms for the Mid Valley Ipa, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $224K in employer contributions, about $1,625 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mid Valley Ipa 401(k) match vested?
The vesting schedule for the Mid Valley Ipa, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mid Valley Ipa 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Mid Valley Ipa, Inc..
I left Mid Valley Ipa. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mid Valley Ipa, Inc., (503) 371-7701) or the recordkeeper, Fidelity Investments Institutional. The Mid Valley Ipa old 401(k) page lists the contacts from every plan filing. Find an old Mid Valley Ipa 401(k)
Data from the public Form 5500 annual reports Mid Valley Ipa 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 Valley Ipa. Not financial advice. Report a correction · Methodology