Shop-Rite of Hunterdon County, I 401(k) match, vesting and fees
What Shop-Rite of Hunterdon County, I'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 | Merrill Lynch Pierce Fenner & Smith | 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 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Shop-Rite of Hunterdon County, I: employer contribution per participant | $2,083 | |
| Peer median | $1,216 |
| Shop-Rite of Hunterdon County, I: average balance | $194,812 | |
| Peer median | $50,590 |
| Shop-Rite of Hunterdon County, I: admin expenses ÷ assets | 0.30% | |
| 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 $24.4M at the end of plan year 2021 to $25.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 143 | $25.1M | $269K | $2,083 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 142 | $22.1M | $264K | $2,079 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 143 | $20.1M | $266K | $2,109 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 148 | $24.4M | $266K | $1,969 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Shop-Rite of Hunterdon County, I match 401(k) contributions?
The match terms for the Shop-Rite of Hunterdon County, Inc. Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $269K in employer contributions, about $2,083 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shop-Rite of Hunterdon County, I 401(k) match vested?
The vesting schedule for the Shop-Rite of Hunterdon County, Inc. Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shop-Rite of Hunterdon County, I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Shop-Rite of Hunterdon County, I.
I left Shop-Rite of Hunterdon County, I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shop-Rite of Hunterdon County, I, (908) 782-6900) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Shop-Rite of Hunterdon County, I old 401(k) page lists the contacts from every plan filing. Find an old Shop-Rite of Hunterdon County, I 401(k)
Data from the public Form 5500 annual reports Shop-Rite of Hunterdon County, I 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 Shop-Rite of Hunterdon County, I. Not financial advice. Report a correction · Methodology