Phase II Products 401(k) match, vesting and fees
What Phase II Products' 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 Group Retirement Plan Servi | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 33,160 defined-contribution plans in wholesale trade with fewer than 100 participants.
| Phase II Products: employer contribution per participant | $13,520 | |
| Peer median | $2,314 |
| Phase II Products: average balance | $664,201 | |
| Peer median | $76,922 |
| Phase II Products: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.42% |
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 $12.7M at the end of plan year 2021 to $15.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 26 | $15.9M | $324K | $13,520 | 0.71% | Not published | Form 5500 ↗ |
| 2023 | 24 | $13.3M | $142K | $5,904 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 25 | $10.6M | $128K | $5,137 | 0.94% | Not published | Form 5500 ↗ |
| 2021 | 25 | $12.7M | $125K | $4,996 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Phase II Products match 401(k) contributions?
The match terms for the Phase II Products, Inc. Employee Savings Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $324K in employer contributions, about $13,520 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phase II Products 401(k) match vested?
The vesting schedule for the Phase II Products, Inc. Employee Savings Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phase II Products 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Phase II Products, Inc..
I left Phase II Products. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phase II Products, Inc., (619) 236-9699) or the recordkeeper, Capital Group Retirement Plan Servi. The Phase II Products old 401(k) page lists the contacts from every plan filing. Find an old Phase II Products 401(k)
Data from the public Form 5500 annual reports Phase II Products 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 Phase II Products. Not financial advice. Report a correction · Methodology