Specialized Retail Stores 401(k) match, vesting and fees
What Specialized Retail Stores' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (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 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Specialized Retail Stores: employer contribution per participant | $1,911 | |
| Peer median | $1,855 |
| Specialized Retail Stores: average balance | $13,018 | |
| Peer median | $72,906 |
| Specialized Retail Stores: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.22% |
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 $1.5M at the end of plan year 2022 to $11.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 928 | $11.1M | $1.6M | $1,911 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 1,135 | $7.9M | $1M | $996 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 444 | $1.5M | $618K | $1,454 | 0.14% | Not published | 5500-SF ↗ |
Common questions
Does Specialized Retail Stores match 401(k) contributions?
The match terms for the Specialized Retail Stores 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,911 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Specialized Retail Stores 401(k) match vested?
The vesting schedule for the Specialized Retail Stores 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Specialized Retail Stores 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Specialized Retail Stores LLC.
I left Specialized Retail Stores. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Specialized Retail Stores LLC, (949) 413-3945) or the recordkeeper, Fidelity Investments Institutional. The Specialized Retail Stores old 401(k) page lists the contacts from every plan filing. Find an old Specialized Retail Stores 401(k)
Data from the public Form 5500 annual reports Specialized Retail Stores 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 Specialized Retail Stores. Not financial advice. Report a correction · Methodology