Pete Lien & Sons 401(k) match, vesting and fees
What Pete Lien & Sons' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Eide Bailly, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 77 defined-contribution plans in mining, quarrying, and oil and gas extraction with 500 to 999 participants.
| Pete Lien & Sons: employer contribution per participant | $3,561 | |
| Peer median | $3,161 |
| Pete Lien & Sons: average balance | $110,233 | |
| Peer median | $80,254 |
| Pete Lien & Sons: admin expenses ÷ assets | 0.21% | |
| 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 $50M at the end of plan year 2023 to $57.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 534 | $57.3M | $1.9M | $3,561 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 497 | $50M | $1.6M | $3,184 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Pete Lien & Sons match 401(k) contributions?
The match terms for the Pete Lien & Sons, Inc. Profit Sharing/401(K) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $3,561 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pete Lien & Sons 401(k) match vested?
The vesting schedule for the Pete Lien & Sons, Inc. Profit Sharing/401(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pete Lien & Sons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Pete Lien & Sons, Inc..
I left Pete Lien & Sons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pete Lien & Sons, Inc., (605) 342-7224) or the recordkeeper, Empower Annuity Insurance Company O. The Pete Lien & Sons old 401(k) page lists the contacts from every plan filing. Find an old Pete Lien & Sons 401(k)
Data from the public Form 5500 annual reports Pete Lien & Sons filed with the U.S. Department of Labor (plan years 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 Pete Lien & Sons. Not financial advice. Report a correction · Methodology