Provenir Group Holdings 401(k) match, vesting and fees
What Provenir Group Holdings' 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 | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Anders Minkler Huber & Helm 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 1,508 defined-contribution plans in information with 100 to 499 participants.
| Provenir Group Holdings: employer contribution per participant | $2,833 | |
| Peer median | $2,188 |
| Provenir Group Holdings: average balance | $113,783 | |
| Peer median | $63,883 |
| Provenir Group Holdings: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.27% |
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 $10.2M at the end of plan year 2021 to $12.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 123 | $12.6M | $314K | $2,833 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 143 | $10.9M | $344K | $2,649 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 158 | $8.7M | $291K | $2,220 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 134 | $10.2M | $199K | $1,700 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Provenir Group Holdings match 401(k) contributions?
The match terms for the Provenir Group Holdings, LLC have not been published from its filing yet. The plan year 2024 filing reports $314K in employer contributions, about $2,833 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Provenir Group Holdings 401(k) match vested?
The vesting schedule for the Provenir Group Holdings, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Provenir Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Provenir Group Holdings, LLC.
I left Provenir Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Provenir Group Holdings, LLC, (862) 261-3515) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Provenir Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Provenir Group Holdings 401(k)
Data from the public Form 5500 annual reports Provenir Group Holdings 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 Provenir Group Holdings. Not financial advice. Report a correction · Methodology