Sar Trilogy 401(k) match, vesting and fees
What Sar Trilogy'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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (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 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Sar Trilogy: employer contribution per participant | $1,736 | |
| Peer median | $1,917 |
| Sar Trilogy: average balance | $167,957 | |
| Peer median | $58,404 |
| Sar Trilogy: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.38% |
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 $31.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 283 | $31.6M | $326K | $1,736 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Sar Trilogy match 401(k) contributions?
The match terms for the Aero Centers 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $326K in employer contributions, about $1,736 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sar Trilogy 401(k) match vested?
The vesting schedule for the Aero Centers 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sar Trilogy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is Sar Trilogy, LLC.
I left Sar Trilogy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sar Trilogy, LLC, (770) 936-4413) or the recordkeeper, T. Rowe Price Rps, Inc.. The Sar Trilogy old 401(k) page lists the contacts from every plan filing. Find an old Sar Trilogy 401(k)
Data from the public Form 5500 annual reports Sar Trilogy 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 Sar Trilogy. Not financial advice. Report a correction · Methodology