Prevailing Asset Management 401(k) match, vesting and fees
What Prevailing Asset Management'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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Bas Partners LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Prevailing Asset Management: employer contribution per participant | $743 | |
| Peer median | $2,966 |
| Prevailing Asset Management: average balance | $17,609 | |
| Peer median | $104,792 |
| Prevailing Asset Management: admin expenses ÷ assets | 1.59% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $27.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,095 | $27.8M | $1.2M | $743 | 1.59% | Not published | Form 5500 ↗ |
Common questions
Does Prevailing Asset Management match 401(k) contributions?
The match terms for the Prevailing Pooled Employer Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $743 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Prevailing Asset Management 401(k) match vested?
The vesting schedule for the Prevailing Pooled Employer Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Prevailing Asset Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Prevailing Asset Management LLC.
I left Prevailing Asset Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Prevailing Asset Management LLC, (800) 382-2044) or the recordkeeper, Epic Retirement Plan Services. The Prevailing Asset Management old 401(k) page lists the contacts from every plan filing. Find an old Prevailing Asset Management 401(k)
Data from the public Form 5500 annual reports Prevailing Asset Management filed with the U.S. Department of Labor (plan years 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 Prevailing Asset Management. Not financial advice. Report a correction · Methodology