Southern Heat Exchanger 401(k) match, vesting and fees
What Southern Heat Exchanger'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 | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | The Highland Accounting Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Southern Heat Exchanger: employer contribution per participant | $2,464 | |
| Peer median | $1,847 |
| Southern Heat Exchanger: average balance | $72,652 | |
| Peer median | $65,512 |
| Southern Heat Exchanger: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.32% |
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 $7.9M at the end of plan year 2021 to $10.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $10.5M | $355K | $2,464 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 141 | $8.5M | $278K | $2,000 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 109 | $6.8M | $253K | $2,407 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 107 | $7.9M | $230K | $2,190 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Southern Heat Exchanger match 401(k) contributions?
The match terms for the Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $355K in employer contributions, about $2,464 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Heat Exchanger 401(k) match vested?
The vesting schedule for the Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Heat Exchanger 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Southern Heat Exchanger Corporation.
I left Southern Heat Exchanger. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Heat Exchanger Corporation, (205) 464-4328) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Southern Heat Exchanger old 401(k) page lists the contacts from every plan filing. Find an old Southern Heat Exchanger 401(k)
Data from the public Form 5500 annual reports Southern Heat Exchanger 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 Southern Heat Exchanger. Not financial advice. Report a correction · Methodology