Rotating Machinery Services 401(k) match, vesting and fees
What Rotating Machinery 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Grant Thorton 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Rotating Machinery Services: employer contribution per participant | $4,259 | |
| Peer median | $2,521 |
| Rotating Machinery Services: average balance | $78,708 | |
| Peer median | $75,833 |
| Rotating Machinery Services: admin expenses ÷ assets | 0.43% | |
| 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 $21.1M at the end of plan year 2021 to $37.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 490 | $37.2M | $2M | $4,259 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 432 | $28M | $1.6M | $3,945 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 353 | $23.3M | $1.2M | $3,438 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 259 | $21.1M | $886K | $3,629 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Rotating Machinery Services match 401(k) contributions?
The match terms for the Rotating Machinery Services, Inc. 401(k) P/S Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $4,259 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rotating Machinery Services 401(k) match vested?
The vesting schedule for the Rotating Machinery Services, Inc. 401(k) P/S Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rotating Machinery Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Rotating Machinery Services, Inc..
I left Rotating Machinery Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rotating Machinery Services, Inc., (484) 821-0702) or the recordkeeper, Fidelity Investments Institutional. The Rotating Machinery Services old 401(k) page lists the contacts from every plan filing. Find an old Rotating Machinery Services 401(k)
Data from the public Form 5500 annual reports Rotating Machinery 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 Rotating Machinery Services. Not financial advice. Report a correction · Methodology