Retirement Plan 401(k) match, vesting and fees
What Retirement Plan'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 | Voya Retirement Insurance and Annui | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 231 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Retirement Plan: employer contribution per participant | $1,510 | |
| Peer median | $1,443 |
| Retirement Plan: average balance | $111,197 | |
| Peer median | $38,287 |
| Retirement Plan: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $62.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,679 | $62.4M | $847K | $1,510 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Retirement Plan match 401(k) contributions?
The match terms for the Total Pep Solutions have not been published from its filing yet. The plan year 2024 filing reports $847K in employer contributions, about $1,510 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Retirement Plan 401(k) match vested?
The vesting schedule for the Total Pep Solutions is not in the data published so far. Your Summary Plan Description states it.
Who manages the Retirement Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance and Annui. The plan administrator is The Retirement Plan Company, LLC.
I left Retirement Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Retirement Plan Company, LLC, (615) 310-4166) or the recordkeeper, Voya Retirement Insurance and Annui. The Retirement Plan old 401(k) page lists the contacts from every plan filing. Find an old Retirement Plan 401(k)
Data from the public Form 5500 annual reports Retirement Plan filed with the U.S. Department of Labor (plan years 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 Retirement Plan. Not financial advice. Report a correction · Methodology