Riccelli Holdings 401(k) match, vesting and fees
What Riccelli 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 | Valiant Retire Inc. | Schedule C ↗ |
| Independent auditor | Dermody, Burke & Brown Cpa'S, 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 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Riccelli Holdings: employer contribution per participant | $3,023 | |
| Peer median | $1,076 |
| Riccelli Holdings: average balance | $57,953 | |
| Peer median | $31,804 |
| Riccelli Holdings: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.46% |
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 $9.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 329 | $9.1M | $475K | $3,023 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Riccelli Holdings match 401(k) contributions?
The match terms for the Riccelli Holdings, Inc. 401(k) & Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $475K in employer contributions, about $3,023 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Riccelli Holdings 401(k) match vested?
The vesting schedule for the Riccelli Holdings, Inc. 401(k) & Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Riccelli Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valiant Retire Inc.. The plan administrator is Riccelli Holdings, Inc..
I left Riccelli Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Riccelli Holdings, Inc., (315) 433-5115) or the recordkeeper, Valiant Retire Inc.. The Riccelli Holdings old 401(k) page lists the contacts from every plan filing. Find an old Riccelli Holdings 401(k)
Data from the public Form 5500 annual reports Riccelli Holdings 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 Riccelli Holdings. Not financial advice. Report a correction · Methodology