Powerhouse Retail Services 401(k) match, vesting and fees
What Powerhouse Retail 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kha Accountants, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Powerhouse Retail Services: employer contribution per participant | $594 | |
| Peer median | $2,600 |
| Powerhouse Retail Services: average balance | $44,321 | |
| Peer median | $84,124 |
| Powerhouse Retail Services: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.17% |
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 $25.7M at the end of plan year 2021 to $25.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 939 | $25.7M | $344K | $594 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 876 | $27.1M | $483K | $816 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 951 | $25.5M | $443K | $716 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 784 | $25.7M | $1.3M | $2,339 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Powerhouse Retail Services match 401(k) contributions?
The match terms for the Powerhouse Retail Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $344K in employer contributions, about $594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Powerhouse Retail Services 401(k) match vested?
The vesting schedule for the Powerhouse Retail Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Powerhouse Retail Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Powerhouse Retail Services, LLC.
I left Powerhouse Retail Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Powerhouse Retail Services, LLC, (817) 297-8575) or the recordkeeper, Fidelity Investments Institutional. The Powerhouse Retail Services old 401(k) page lists the contacts from every plan filing. Find an old Powerhouse Retail Services 401(k)
Data from the public Form 5500 annual reports Powerhouse Retail 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 Powerhouse Retail Services. Not financial advice. Report a correction · Methodology