Ocala Breeders Sales 401(k) match, vesting and fees
What Ocala Breeders Sales' 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 | Advus Financial Partners LLC | Schedule C ↗ |
| Independent auditor | Pricekubecka PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Ocala Breeders Sales: employer contribution per participant | $1,829 | |
| Peer median | $1,917 |
| Ocala Breeders Sales: average balance | $50,711 | |
| Peer median | $58,404 |
| Ocala Breeders Sales: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.38% |
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 $5.1M at the end of plan year 2021 to $5.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 123 | $5.3M | $192K | $1,829 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 136 | $4.7M | $168K | $1,413 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 137 | $4M | $175K | $1,751 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 127 | $5.1M | $153K | $1,592 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Ocala Breeders Sales match 401(k) contributions?
The match terms for the Ocala Breeders Sales Co., Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $192K in employer contributions, about $1,829 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ocala Breeders Sales 401(k) match vested?
The vesting schedule for the Ocala Breeders Sales Co., Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ocala Breeders Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Advus Financial Partners LLC. The plan administrator is Ocala Breeders Sales Co., Inc..
I left Ocala Breeders Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ocala Breeders Sales Co., Inc., (352) 237-2154) or the recordkeeper, Advus Financial Partners LLC. The Ocala Breeders Sales old 401(k) page lists the contacts from every plan filing. Find an old Ocala Breeders Sales 401(k)
Data from the public Form 5500 annual reports Ocala Breeders Sales 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 Ocala Breeders Sales. Not financial advice. Report a correction · Methodology