Palmer Holland 401(k) match, vesting and fees
What Palmer Holland'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 | John Hancock | Schedule C ↗ |
| Independent auditor | Cohen and Company, Ltd (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.
| Palmer Holland: employer contribution per participant | $3,503 | |
| Peer median | $1,988 |
| Palmer Holland: average balance | $133,494 | |
| Peer median | $75,431 |
| Palmer Holland: admin expenses ÷ assets | 0.31% | |
| 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 $27.8M at the end of plan year 2021 to $35.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 269 | $35.9M | $942K | $3,503 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 249 | $30.4M | $1M | $4,154 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 210 | $23.4M | $619K | $3,007 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 174 | $27.8M | $512K | $2,940 | 0.48% | Not published | Form 5500 ↗ |
Other Palmer Holland plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Palmer Holland, Inc. Employee Stock Ownership 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.
| Independent auditor | Cocohen & Company. Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Palmer Holland match 401(k) contributions?
The match terms for the Palmer Holland, Inc. Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $942K in employer contributions, about $3,503 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Palmer Holland 401(k) match vested?
The vesting schedule for the Palmer Holland, Inc. Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Palmer Holland 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Palmer Holland, Inc..
I left Palmer Holland. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Palmer Holland, Inc., (440) 686-2300) or the recordkeeper, John Hancock. The Palmer Holland old 401(k) page lists the contacts from every plan filing. Find an old Palmer Holland 401(k)
Data from the public Form 5500 annual reports Palmer Holland 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 Palmer Holland. Not financial advice. Report a correction · Methodology