Payson Fruit Growers Association 401(k) match, vesting and fees
What Payson Fruit Growers Association'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 | Transamerica Financial Life Ins. | Schedule C ↗ |
| Independent auditor | Gilbert & Stewart (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $3.1M at the end of plan year 2021 to $3.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 87 | $3.1M | $164K | $2,020 | 1.32% | Not published | Form 5500 ↗ |
| 2023 | 124 | $2.8M | $103K | $882 | 1.20% | Not published | Form 5500 ↗ |
| 2022 | 118 | $2.6M | $104K | $950 | 1.16% | Not published | Form 5500 ↗ |
| 2021 | 130 | $3.1M | $81K | $658 | 1.37% | Not published | Form 5500 ↗ |
Common questions
Does Payson Fruit Growers Association match 401(k) contributions?
The match terms for the Payson Fruit Growers 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $164K in employer contributions, about $2,020 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Payson Fruit Growers Association 401(k) match vested?
The vesting schedule for the Payson Fruit Growers 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Payson Fruit Growers Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins.. The plan administrator is Payson Fruit Growers Association.
I left Payson Fruit Growers Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Payson Fruit Growers Association, (801) 465-9242) or the recordkeeper, Transamerica Financial Life Ins.. The Payson Fruit Growers Association old 401(k) page lists the contacts from every plan filing. Find an old Payson Fruit Growers Association 401(k)
Data from the public Form 5500 annual reports Payson Fruit Growers Association 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 Payson Fruit Growers Association. Not financial advice. Report a correction · Methodology