Spencer's TV and Appliance 401(k) match, vesting and fees
What Spencer's TV and Appliance'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Evers Robinson 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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Spencer's TV and Appliance: employer contribution per participant | $1,039 | |
| Peer median | $1,216 |
| Spencer's TV and Appliance: average balance | $80,139 | |
| Peer median | $50,590 |
| Spencer's TV and Appliance: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.43% |
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 $20.5M at the end of plan year 2021 to $23.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 391 | $23.6M | $307K | $1,039 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 315 | $21.2M | $295K | $1,031 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 285 | $17.8M | $271K | $1,051 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 286 | $20.5M | $280K | $1,090 | 0.07% | Not published | Form 5500 ↗ |
Other Spencer's TV and Appliance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Spencer'S Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Evers Robinson Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Spencer's TV and Appliance match 401(k) contributions?
The match terms for the Spencer'S Tv & Appliance 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $307K in employer contributions, about $1,039 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spencer's TV and Appliance 401(k) match vested?
The vesting schedule for the Spencer'S Tv & Appliance 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spencer's TV and Appliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Spencer'S Tv and Appliance.
I left Spencer's TV and Appliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spencer'S Tv and Appliance, (480) 505-2355) or the recordkeeper, Fidelity Investments Institutional. The Spencer's TV and Appliance old 401(k) page lists the contacts from every plan filing. Find an old Spencer's TV and Appliance 401(k)
Data from the public Form 5500 annual reports Spencer's TV and Appliance 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 Spencer's TV and Appliance. Not financial advice. Report a correction · Methodology