Scot Forge 401(k) match, vesting and fees
What Scot Forge'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 | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Bdo USA, 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 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Scot Forge: employer contribution per participant | $1,025 | |
| Peer median | $2,038 |
| Scot Forge: average balance | $105,391 | |
| Peer median | $72,907 |
| Scot Forge: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.20% |
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 $50.1M at the end of plan year 2021 to $63.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 600 | $63.2M | $615K | $1,025 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 538 | $50M | $500K | $929 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 518 | $39.5M | $461K | $890 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 629 | $50.1M | $447K | $865 | 0.12% | Not published | Form 5500 ↗ |
Other Scot Forge plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Scot Forge Company Employee Stock Ownership Plan
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.
| Independent auditor | Bdo USA P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Scot Forge match 401(k) contributions?
The match terms for the Scot Forge Company 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $615K in employer contributions, about $1,025 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Scot Forge 401(k) match vested?
The vesting schedule for the Scot Forge Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Scot Forge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Scot Forge Company.
I left Scot Forge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Scot Forge Company, (847) 587-1000) or the recordkeeper, Oneamerica Retirement Services LLC. The Scot Forge old 401(k) page lists the contacts from every plan filing. Find an old Scot Forge 401(k)
Data from the public Form 5500 annual reports Scot Forge 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 Scot Forge. Not financial advice. Report a correction · Methodology