Performance Truck and Houston Heavy Duty Truck and Trailer 401(k) match, vesting and fees
What Performance Truck and Houston Heavy Duty Truck and Trailer'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Weinstein Spira & Company PC (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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Performance Truck and Houston Heavy Duty Truck and Trailer: employer contribution per participant | $1,089 | |
| Peer median | $1,216 |
| Performance Truck and Houston Heavy Duty Truck and Trailer: average balance | $70,643 | |
| Peer median | $50,590 |
| Performance Truck and Houston Heavy Duty Truck and Trailer: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.43% |
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 $23.5M at the end of plan year 2021 to $28M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 413 | $28M | $431K | $1,089 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 444 | $25.4M | $521K | $1,240 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 450 | $20.9M | $464K | $1,102 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 415 | $23.5M | $373K | $973 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Performance Truck and Houston Heavy Duty Truck and Trailer match 401(k) contributions?
The match terms for the Cleveland Mack Sales, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $431K in employer contributions, about $1,089 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Performance Truck and Houston Heavy Duty Truck and Trailer 401(k) match vested?
The vesting schedule for the Cleveland Mack Sales, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Performance Truck and Houston Heavy Duty Truck and Trailer 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Performance Truck and Houston Heavy Duty Truck and Trailer.
I left Performance Truck and Houston Heavy Duty Truck and Trailer. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Performance Truck and Houston Heavy Duty Truck and Trailer, (281) 593-8967) or the recordkeeper, Principal Life Insurance Company. The Performance Truck and Houston Heavy Duty Truck and Trailer old 401(k) page lists the contacts from every plan filing. Find an old Performance Truck and Houston Heavy Duty Truck and Trailer 401(k)
Data from the public Form 5500 annual reports Performance Truck and Houston Heavy Duty Truck and Trailer 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 Performance Truck and Houston Heavy Duty Truck and Trailer. Not financial advice. Report a correction · Methodology