Shaffer Distributing 401(k) match, vesting and fees
What Shaffer Distributing'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 | Morgan Stanley Smith Barney | Schedule C ↗ |
| Independent auditor | Pw Partners, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Shaffer Distributing: employer contribution per participant | $2,460 | |
| Peer median | $1,216 |
| Shaffer Distributing: average balance | $69,701 | |
| Peer median | $50,590 |
| Shaffer Distributing: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.43% |
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 $4.9M at the end of plan year 2021 to $9.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 139 | $9.6M | $339K | $2,460 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 138 | $8.5M | $730K | $5,328 | 0.64% | Not published | 5500-SF ↗ |
| 2022 | 120 | $6.1M | $381K | $3,205 | 0.73% | Not published | 5500-SF ↗ |
| 2021 | 75 | $4.9M | $153K | $2,129 | 0.69% | Not published | 5500-SF ↗ |
Other Shaffer Distributing plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shaffer Distributing Co. 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 | Pw Partners, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Shaffer Distributing match 401(k) contributions?
The match terms for the Shaffer Distributing Co. 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $339K in employer contributions, about $2,460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shaffer Distributing 401(k) match vested?
The vesting schedule for the Shaffer Distributing Co. 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shaffer Distributing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley Smith Barney. The plan administrator is Shaffer Distributing Co..
I left Shaffer Distributing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shaffer Distributing Co., (614) 421-6800) or the recordkeeper, Morgan Stanley Smith Barney. The Shaffer Distributing old 401(k) page lists the contacts from every plan filing. Find an old Shaffer Distributing 401(k)
Data from the public Form 5500 annual reports Shaffer Distributing 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 Shaffer Distributing. Not financial advice. Report a correction · Methodology