Service Access & Management 401(k) match, vesting and fees
What Service Access & Management'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 | Wipfli LLP | Schedule C ↗ |
| Independent auditor | Rkl 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 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Service Access & Management: employer contribution per participant | $1,388 | |
| Peer median | $2,600 |
| Service Access & Management: average balance | $48,283 | |
| Peer median | $84,124 |
| Service Access & Management: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.17% |
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 $30.7M at the end of plan year 2021 to $43.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,001 | $43.1M | $1.2M | $1,388 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 1,055 | $38.4M | $1.2M | $1,275 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 1,054 | $33.2M | $1.2M | $1,301 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 1,101 | $30.7M | $1.2M | $1,224 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Service Access & Management match 401(k) contributions?
The match terms for the Service Access & Management, Inc. Employees' 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,388 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Service Access & Management 401(k) match vested?
The vesting schedule for the Service Access & Management, Inc. Employees' 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Service Access & Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wipfli LLP. The plan administrator is Service Access & Management, Inc..
I left Service Access & Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Service Access & Management, Inc., (610) 236-0530) or the recordkeeper, Wipfli LLP. The Service Access & Management old 401(k) page lists the contacts from every plan filing. Find an old Service Access & Management 401(k)
Data from the public Form 5500 annual reports Service Access & Management 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 Service Access & Management. Not financial advice. Report a correction · Methodology