Ovative Group 401(k) match, vesting and fees

Plan year 2025 filingOvative Group 401k Plan · Plan 001 · EIN 27-1175614Updated Oct 2026

What Ovative Group's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2.4M in employer contributions, about $3,444 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$72,402
Average account balance
712
Participants (end of year)
$49.9M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

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.

RecordkeeperFidelity Workplace Services LLCSchedule C ↗
Independent auditorRedpath and Company LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.

Ovative Group: employer contribution per participant$3,444
Peer median$2,682
Ovative Group: average balance$72,402
Peer median$99,496
Ovative Group: admin expenses ÷ assets<0.01%
Peer median0.18%

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 $14M at the end of plan year 2021 to $49.9M at the end of plan year 2025.

$14M2021$17.1M2022$27.2M2023$37.8M2024$49.9M2025
End-of-year figures from each plan year's Form 5500 filing for the Ovative Group plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025712$49.9M$2.4M$3,444<0.01%Not publishedForm 5500 ↗
2024653$37.8M$2.3M$3,670<0.01%Not publishedForm 5500 ↗
2023650$27.2M$2.3M$3,603<0.01%Not publishedForm 5500 ↗
2022532$17.1M$1.7M$3,3940.02%Not publishedForm 5500 ↗
2021358$14M$1.1M$3,3990.02%Not publishedForm 5500 ↗

Common questions

Does Ovative Group match 401(k) contributions?

The match terms for the Ovative Group 401k Plan have not been published from its filing yet. The plan year 2025 filing reports $2.4M in employer contributions, about $3,444 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Ovative Group 401(k) match vested?

The vesting schedule for the Ovative Group 401k Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Ovative Group 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Workplace Services LLC. The plan administrator is Fidelity Workplace Services LLC.

I left Ovative Group. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Fidelity Workplace Services LLC, (859) 386-4199) or the recordkeeper, Fidelity Workplace Services LLC. The Ovative Group old 401(k) page lists the contacts from every plan filing. Find an old Ovative Group 401(k)

Data from the public Form 5500 annual reports Ovative Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Ovative Group. Not financial advice. Report a correction · Methodology