Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien 401(k) match, vesting and fees
What Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien'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 | Sage Rutty & Co., Inc. | Schedule C ↗ |
| Independent auditor | Bowers Cpa'S and Advisors Pplc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien: employer contribution per participant | $2,074 | |
| Peer median | $2,361 |
| Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien: average balance | $49,422 | |
| Peer median | $60,193 |
| Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien: admin expenses ÷ assets | 0.21% | |
| 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 were $49.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,108 | $49.3M | $2.1M | $2,074 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien match 401(k) contributions?
The match terms for the Northwinds Holding, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $2,074 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien 401(k) match vested?
The vesting schedule for the Northwinds Holding, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sage Rutty & Co., Inc.. The plan administrator is Northwinds Holding, Inc. Https//Rgf.Fisglobal.Com/5500clien.
I left Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwinds Holding, Inc. Https//Rgf.Fisglobal.Com/5500clien, (585) 546-1400) or the recordkeeper, Sage Rutty & Co., Inc.. The Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien old 401(k) page lists the contacts from every plan filing. Find an old Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien 401(k)
Data from the public Form 5500 annual reports Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien filed with the U.S. Department of Labor (plan years 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 Northwinds Holding, Inc. Https//RGF.Fisglobal.Com/5500clien. Not financial advice. Report a correction · Methodology