Pugh Lubricants 401(k) match, vesting and fees
What Pugh Lubricants' 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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Bernard Robinson & Compamy, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Pugh Lubricants: employer contribution per participant | $2,537 | |
| Peer median | $1,855 |
| Pugh Lubricants: average balance | $64,306 | |
| Peer median | $72,906 |
| Pugh Lubricants: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.22% |
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 $20.8M at the end of plan year 2021 to $34.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 635 | $34.1M | $1.3M | $2,537 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 880 | $26.6M | $1.2M | $2,767 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 803 | $18.7M | $952K | $2,399 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 594 | $20.8M | $613K | $2,018 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Pugh Lubricants match 401(k) contributions?
The match terms for the Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $2,537 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pugh Lubricants 401(k) match vested?
The vesting schedule for the Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pugh Lubricants 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is Pugh Lubricants LLC.
I left Pugh Lubricants. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pugh Lubricants LLC, (336) 629-2061) or the recordkeeper, T. Rowe Price Rps, Inc.. The Pugh Lubricants old 401(k) page lists the contacts from every plan filing. Find an old Pugh Lubricants 401(k)
Data from the public Form 5500 annual reports Pugh Lubricants 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 Pugh Lubricants. Not financial advice. Report a correction · Methodology