Patenaude & Felix, A.P.C. 401(k) match, vesting and fees
What Patenaude & Felix, A.P.C.'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 | Capital Research and Management Co | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Plan history
Plan assets went from $5.3M at the end of plan year 2021 to $6.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 123 | $6.5M | $153K | $1,818 | 0.12% | Not published | 5500-SF ↗ |
| 2023 | 122 | $5.5M | $151K | $1,750 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 126 | $4.5M | $167K | $1,666 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 144 | $5.3M | $163K | $1,371 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Patenaude & Felix, A.P.C. match 401(k) contributions?
The match terms for the Patenaude & Felix, Apc 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $153K in employer contributions, about $1,818 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Patenaude & Felix, A.P.C. 401(k) match vested?
The vesting schedule for the Patenaude & Felix, Apc 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Patenaude & Felix, A.P.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Capital Research and Management Co. The plan administrator is Patenaude & Felix, A.P.C..
I left Patenaude & Felix, A.P.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Patenaude & Felix, A.P.C., (619) 232-2124) or the recordkeeper, Capital Research and Management Co. The Patenaude & Felix, A.P.C. old 401(k) page lists the contacts from every plan filing. Find an old Patenaude & Felix, A.P.C. 401(k)
Data from the public Form 5500 annual reports Patenaude & Felix, A.P.C. 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 Patenaude & Felix, A.P.C.. Not financial advice. Report a correction · Methodology