Partners Enterprise Capital Holdings 401(k) match, vesting and fees
What Partners Enterprise Capital Holdings' 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 | Denman Cpa LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 21 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Partners Enterprise Capital Holdings: employer contribution per participant | $3,673 | |
| Peer median | $3,322 |
| Partners Enterprise Capital Holdings: average balance | $139,067 | |
| Peer median | $92,679 |
| Partners Enterprise Capital Holdings: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.18% |
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 $59.5M at the end of plan year 2021 to $90.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 680 | $90.4M | $2.4M | $3,673 | 0.06% | Not published | Form 5500 ↗ |
| 2024 | 668 | $77.9M | $2.4M | $3,661 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 666 | $64.6M | $2.4M | $3,658 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 658 | $50.7M | $2.1M | $3,319 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 568 | $59.5M | $1.8M | $3,250 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Partners Enterprise Capital Holdings match 401(k) contributions?
The match terms for the Partners Enterprise Capital Holdings LLC 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $2.4M in employer contributions, about $3,673 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Partners Enterprise Capital Holdings 401(k) match vested?
The vesting schedule for the Partners Enterprise Capital Holdings LLC 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Partners Enterprise Capital Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Partners Enterprise Capital Holdings LLC.
I left Partners Enterprise Capital Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Partners Enterprise Capital Holdings LLC, (312) 858-3370) or the recordkeeper, Fidelity Investments Institutional. The Partners Enterprise Capital Holdings old 401(k) page lists the contacts from every plan filing. Find an old Partners Enterprise Capital Holdings 401(k)
Data from the public Form 5500 annual reports Partners Enterprise Capital Holdings 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 Partners Enterprise Capital Holdings. Not financial advice. Report a correction · Methodology