Spee Dee Delivery Service 401(k) match, vesting and fees
What Spee Dee Delivery Service'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 | Pentegra Services | Schedule C ↗ |
| Independent auditor | Bergankdv, Ltd (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 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Spee Dee Delivery Service: employer contribution per participant | $512 | |
| Peer median | $1,244 |
| Spee Dee Delivery Service: average balance | $71,107 | |
| Peer median | $40,518 |
| Spee Dee Delivery Service: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.37% |
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 $58M at the end of plan year 2021 to $52.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,274 | $52.9M | $381K | $512 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,693 | $54M | $381K | $496 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 1,536 | $50.1M | $397K | $501 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 1,345 | $58M | $401K | $485 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Spee Dee Delivery Service match 401(k) contributions?
The match terms for the Spee Dee Delivery Service, Inc Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $381K in employer contributions, about $512 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spee Dee Delivery Service 401(k) match vested?
The vesting schedule for the Spee Dee Delivery Service, Inc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spee Dee Delivery Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pentegra Services. The plan administrator is Spee Dee Delivery Service, Inc..
I left Spee Dee Delivery Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spee Dee Delivery Service, Inc., (320) 251-6697) or the recordkeeper, Pentegra Services. The Spee Dee Delivery Service old 401(k) page lists the contacts from every plan filing. Find an old Spee Dee Delivery Service 401(k)
Data from the public Form 5500 annual reports Spee Dee Delivery Service 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 Spee Dee Delivery Service. Not financial advice. Report a correction · Methodology