Processunity 401(k) match, vesting and fees

Plan year 2025 filingProcessunity Inc 401(k) Profit Sharing Plan and Trust · Plan 001 · EIN 20-0317803Updated Oct 2026

What Processunity's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $945K in employer contributions, about $4,023 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$116,867
Average account balance
267
Participants (end of year)
$27.5M
Plan assets (end of year)
0.13%
Admin expenses ÷ assets

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.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorCaron & Bletzer PLLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 612 defined-contribution plans in information with 100 to 499 participants.

Processunity: employer contribution per participant$4,023
Peer median$2,211
Processunity: average balance$116,867
Peer median$71,359
Processunity: admin expenses ÷ assets0.13%
Peer median0.25%

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 $5.8M at the end of plan year 2021 to $27.5M at the end of plan year 2025.

$5.8M2021$6.8M2022$13.4M2023$20.1M2024$27.5M2025
End-of-year figures from each plan year's Form 5500 filing for the Processunity plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025267$27.5M$945K$4,0230.13%Not publishedForm 5500 ↗
2024292$20.1M$876K$3,7440.12%Not publishedForm 5500 ↗
2023236$13.4M$710K$3,5320.11%Not publishedForm 5500 ↗
2022141$6.8M$522K$4,0170.19%Not publishedForm 5500 ↗
2021118$5.8M$339K$3,0280.18%Not published5500-SF ↗

Common questions

Does Processunity match 401(k) contributions?

The match terms for the Processunity Inc 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $945K in employer contributions, about $4,023 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Processunity 401(k) match vested?

The vesting schedule for the Processunity Inc 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.

Who manages the Processunity 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Processunity Inc.

I left Processunity. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Processunity Inc, (978) 451-7669) or the recordkeeper, Fidelity Investments Institutional. The Processunity old 401(k) page lists the contacts from every plan filing. Find an old Processunity 401(k)

Data from the public Form 5500 annual reports Processunity 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 Processunity. Not financial advice. Report a correction · Methodology