Spiezle Group 401(k) match, vesting and fees
What Spiezle Group'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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Mercadien, P.C. (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 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Spiezle Group: employer contribution per participant | $593 | |
| Peer median | $2,719 |
| Spiezle Group: average balance | $63,289 | |
| Peer median | $85,424 |
| Spiezle Group: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.27% |
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 $6.4M at the end of plan year 2021 to $8.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 152 | $8.9M | $84K | $593 | 0.43% | Not published | Form 5500 ↗ |
| 2024 | 131 | $7.4M | $66K | $545 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 126 | $6.2M | $54K | $482 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 131 | $5.1M | $45K | $399 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 122 | $6.4M | $39K | $404 | 0.31% | Not published | 5500-SF ↗ |
Other Spiezle Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Spiezle Group, 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.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Spiezle Group match 401(k) contributions?
The match terms for the Spiezle Group, Inc. Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $84K in employer contributions, about $593 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spiezle Group 401(k) match vested?
The vesting schedule for the Spiezle Group, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spiezle Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ascensus LLC. The plan administrator is Spiezle Group, Inc..
I left Spiezle Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spiezle Group, Inc., (609) 695-7400) or the recordkeeper, Ascensus LLC. The Spiezle Group old 401(k) page lists the contacts from every plan filing. Find an old Spiezle Group 401(k)
Data from the public Form 5500 annual reports Spiezle Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Spiezle Group. Not financial advice. Report a correction · Methodology