Pencor Services 401(k) match, vesting and fees
What Pencor Services' 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 Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Barsz Gowie Amon Fultz LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Pencor Services: employer contribution per participant | $990 | |
| Peer median | $2,049 |
| Pencor Services: average balance | $48,881 | |
| Peer median | $79,099 |
| Pencor Services: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.16% |
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 $23.4M at the end of plan year 2021 to $29M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 758 | $29M | $588K | $990 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 765 | $24.9M | $540K | $914 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 744 | $21M | $506K | $899 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 733 | $23.4M | $189K | $371 | 0.52% | Not published | Form 5500 ↗ |
Other Pencor Services plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Steelworkers of America (Uswa) Savings Program - Pencor Services, Inc. 401(k) 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.
| Recordkeeper | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | William E. Howe & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Pencor Services, Inc. Non-Agreement Pension 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 | Barsz Gowie Amon & Fultz, Llc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Pencor Services, Inc. Pension 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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Pencor Services match 401(k) contributions?
The match terms for the Pencor Services, Inc. 401(k) Salary Reduction Plan have not been published from its filing yet. The plan year 2024 filing reports $588K in employer contributions, about $990 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pencor Services 401(k) match vested?
The vesting schedule for the Pencor Services, Inc. 401(k) Salary Reduction Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pencor Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Pencor Services, Inc..
I left Pencor Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pencor Services, Inc., (610) 826-2552) or the recordkeeper, Transamerica Retirement Solutions,. The Pencor Services old 401(k) page lists the contacts from every plan filing. Find an old Pencor Services 401(k)
Data from the public Form 5500 annual reports Pencor Services 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 Pencor Services. Not financial advice. Report a correction · Methodology