Recon Management Services 401(k) match, vesting and fees
What Recon Management Services' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Steven R Derouen & Associates, 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 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Recon Management Services: employer contribution per participant | $1,881 | |
| Peer median | $2,600 |
| Recon Management Services: average balance | $72,169 | |
| Peer median | $84,124 |
| Recon Management Services: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.17% |
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 $49.8M at the end of plan year 2021 to $60.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 867 | $60.7M | $1.6M | $1,881 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 901 | $55.1M | $1.3M | $1,510 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 821 | $44.7M | $1M | $1,298 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 735 | $49.8M | $865K | $1,222 | 0.29% | Not published | Form 5500 ↗ |
Other Recon Management Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Recon Management Services, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Michael Hall LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Recon Management Services match 401(k) contributions?
The match terms for the Recon 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,881 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Recon Management Services 401(k) match vested?
The vesting schedule for the Recon 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Recon Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Recon Management Services Inc..
I left Recon Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Recon Management Services Inc., (337) 583-1435) or the recordkeeper, American United Life Insurance Co. The Recon Management Services old 401(k) page lists the contacts from every plan filing. Find an old Recon Management Services 401(k)
Data from the public Form 5500 annual reports Recon Management Services 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 Recon Management Services. Not financial advice. Report a correction · Methodology