South Bay Lube 401(k) match, vesting and fees
What South Bay Lube'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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Kerkering, Barberio & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| South Bay Lube: employer contribution per participant | $1,395 | |
| Peer median | $1,803 |
| South Bay Lube: average balance | $6,623 | |
| Peer median | $48,934 |
| South Bay Lube: admin expenses ÷ assets | 4.00% | |
| Peer median | 0.31% |
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 $303K at the end of plan year 2022 to $921K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 139 | $921K | $194K | $1,395 | 4.00% | Not published | Form 5500 ↗ |
| 2023 | 415 | $615K | $171K | $1,085 | 2.60% | Not published | Form 5500 ↗ |
| 2022 | 164 | $303K | $157K | $984 | 4.97% | Not published | Form 5500 ↗ |
Common questions
Does South Bay Lube match 401(k) contributions?
The match terms for the South Bay Lube, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $194K in employer contributions, about $1,395 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the South Bay Lube 401(k) match vested?
The vesting schedule for the South Bay Lube, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the South Bay Lube 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is South Bay Lube, Inc..
I left South Bay Lube. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (South Bay Lube, Inc., (941) 953-9181) or the recordkeeper, T. Rowe Price Rps, Inc.. The South Bay Lube old 401(k) page lists the contacts from every plan filing. Find an old South Bay Lube 401(k)
Data from the public Form 5500 annual reports South Bay Lube filed with the U.S. Department of Labor (plan years 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 South Bay Lube. Not financial advice. Report a correction · Methodology