Schwartz Farms 401(k) match, vesting and fees
What Schwartz Farms' 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 | Sageview Advisory Group LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 21 defined-contribution plans in agriculture, forestry, fishing and hunting with 500 to 999 participants.
| Schwartz Farms: employer contribution per participant | $2,185 | |
| Peer median | $2,185 |
| Schwartz Farms: average balance | $74,988 | |
| Peer median | $74,988 |
| Schwartz Farms: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.23% |
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 $27.3M at the end of plan year 2021 to $41.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 584 | $41.5M | $1.2M | $2,185 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 546 | $35.2M | $1.1M | $2,190 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 497 | $29.9M | $1M | $2,117 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 458 | $24.2M | $879K | $2,015 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 427 | $27.3M | $869K | $2,104 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Schwartz Farms match 401(k) contributions?
The match terms for the Schwartz Farms, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $2,185 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Schwartz Farms 401(k) match vested?
The vesting schedule for the Schwartz Farms, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Schwartz Farms 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Sageview Advisory Group LLC. The plan administrator is Schwartz Farms, Inc..
I left Schwartz Farms. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Schwartz Farms, Inc., (507) 794-8905) or the recordkeeper, Sageview Advisory Group LLC. The Schwartz Farms old 401(k) page lists the contacts from every plan filing. Find an old Schwartz Farms 401(k)
Data from the public Form 5500 annual reports Schwartz Farms filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Schwartz Farms. Not financial advice. Report a correction · Methodology