Priorityone Capital 401(k) match, vesting and fees
What Priorityone Capital'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 | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Priorityone Capital: employer contribution per participant | $1,505 | |
| Peer median | $3,122 |
| Priorityone Capital: average balance | $55,068 | |
| Peer median | $111,687 |
| Priorityone Capital: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.20% |
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 $11.5M at the end of plan year 2021 to $15.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 302 | $15.4M | $420K | $1,505 | 0.40% | Not published | Form 5500 ↗ |
| 2024 | 278 | $13M | $388K | $1,452 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 275 | $11.5M | $317K | $1,228 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 264 | $9.7M | $325K | $1,285 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 264 | $11.5M | $320K | $1,264 | 0.02% | Not published | Form 5500 ↗ |
Other Priorityone Capital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Priorityone Capital Corporation Employee Stock Ownership Plan and Trust
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.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Priorityone Capital match 401(k) contributions?
The match terms for the Priorityone Capital Corporation 401(k) Profit Sharing Trust have not been published from its filing yet. The plan year 2025 filing reports $420K in employer contributions, about $1,505 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Priorityone Capital 401(k) match vested?
The vesting schedule for the Priorityone Capital Corporation 401(k) Profit Sharing Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Priorityone Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Priorityone Capital Corporation.
I left Priorityone Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Priorityone Capital Corporation, (601) 849-6733) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Priorityone Capital old 401(k) page lists the contacts from every plan filing. Find an old Priorityone Capital 401(k)
Data from the public Form 5500 annual reports Priorityone Capital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Priorityone Capital. Not financial advice. Report a correction · Methodology