Port Amherst 401(k) match, vesting and fees
What Port Amherst'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Brown, Edwards & Company, 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 1,837 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Port Amherst: employer contribution per participant | $2,870 | |
| Peer median | $1,081 |
| Port Amherst: average balance | $130,223 | |
| Peer median | $31,889 |
| Port Amherst: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.46% |
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 $29.7M at the end of plan year 2023 to $31.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 416 | $31.4M | $692K | $2,870 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 403 | $29.7M | $687K | $2,771 | 0.19% | Not published | Form 5500 ↗ |
Other Port Amherst plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Port Amherst, Ltd. Employee Stock Ownership 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 | Brown, Edwards & Company, L.L.P. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Port Amherst match 401(k) contributions?
The match terms for the Port Amherst, Ltd. 401(k) & Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $692K in employer contributions, about $2,870 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Port Amherst 401(k) match vested?
The vesting schedule for the Port Amherst, Ltd. 401(k) & Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Port Amherst 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Port Amherst, Ltd..
I left Port Amherst. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Port Amherst, Ltd., (304) 926-1144) or the recordkeeper, T Rowe Price Rps Inc. The Port Amherst old 401(k) page lists the contacts from every plan filing. Find an old Port Amherst 401(k)
Data from the public Form 5500 annual reports Port Amherst 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 Port Amherst. Not financial advice. Report a correction · Methodology