Shurtape Technologies 401(k) match, vesting and fees
What Shurtape Technologies' 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 and S | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Shurtape Technologies: employer contribution per participant | $2,343 | |
| Peer median | $2,413 |
| Shurtape Technologies: average balance | $80,783 | |
| Peer median | $86,456 |
| Shurtape Technologies: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.12% |
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 $116M at the end of plan year 2021 to $141M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,766 | $141M | $4.1M | $2,343 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 1,646 | $115M | $2.3M | $1,438 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 1,696 | $97.5M | $2.2M | $1,326 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 1,703 | $116M | $2.2M | $1,306 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Shurtape Technologies match 401(k) contributions?
The match terms for the The Shurtape Technologies Profit Sharing and Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $2,343 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shurtape Technologies 401(k) match vested?
The vesting schedule for the The Shurtape Technologies Profit Sharing and Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shurtape Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Shurtape Technologies LLC.
I left Shurtape Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shurtape Technologies LLC, (828) 267-8156) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Shurtape Technologies old 401(k) page lists the contacts from every plan filing. Find an old Shurtape Technologies 401(k)
Data from the public Form 5500 annual reports Shurtape Technologies 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 Shurtape Technologies. Not financial advice. Report a correction · Methodology