Stanz-Troyer Holdings 401(k) match, vesting and fees
What Stanz-Troyer Holdings' 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 | Miller Cooper & Co., 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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Stanz-Troyer Holdings: employer contribution per participant | $898 | |
| Peer median | $1,988 |
| Stanz-Troyer Holdings: average balance | $46,659 | |
| Peer median | $75,431 |
| Stanz-Troyer Holdings: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.31% |
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 $22.4M at the end of plan year 2023 to $18.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 573 | $18.6M | $357K | $898 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 504 | $22.4M | $150K | $376 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Stanz-Troyer Holdings match 401(k) contributions?
The match terms for the Stanz-Troyer Holdings, LLC have not been published from its filing yet. The plan year 2024 filing reports $357K in employer contributions, about $898 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stanz-Troyer Holdings 401(k) match vested?
The vesting schedule for the Stanz-Troyer Holdings, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stanz-Troyer Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Stanz-Troyer Holdings, LLC.
I left Stanz-Troyer Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stanz-Troyer Holdings, LLC, (574) 533-0302) or the recordkeeper, Fidelity Investments Institutional. The Stanz-Troyer Holdings old 401(k) page lists the contacts from every plan filing. Find an old Stanz-Troyer Holdings 401(k)
Data from the public Form 5500 annual reports Stanz-Troyer Holdings filed with the U.S. Department of Labor (plan years 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 Stanz-Troyer Holdings. Not financial advice. Report a correction · Methodology