Staunton Capital 401(k) match, vesting and fees
What Staunton Capital'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 | Mvp Plan Administrators, Inc. | Schedule C ↗ |
| Independent auditor | Duncan Ashe, P.A. (unmodified opinion) | 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Staunton Capital: employer contribution per participant | $767 | |
| Peer median | $1,847 |
| Staunton Capital: average balance | $27,200 | |
| Peer median | $65,512 |
| Staunton Capital: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.32% |
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 $7M at the end of plan year 2021 to $6.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 336 | $6.2M | $174K | $767 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 402 | $6.1M | $174K | $666 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 438 | $5.8M | $143K | $658 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 457 | $7M | $144K | $656 | 0.36% | Not published | Form 5500 ↗ |
Other Staunton Capital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Staunton Capital, 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 | Duncan Ashe, P.A. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Staunton Capital match 401(k) contributions?
The match terms for the Employees Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $174K in employer contributions, about $767 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Staunton Capital 401(k) match vested?
The vesting schedule for the Employees Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Staunton Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mvp Plan Administrators, Inc.. The plan administrator is Staunton Capital, Inc..
I left Staunton Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Staunton Capital, Inc., (336) 689-6693) or the recordkeeper, Mvp Plan Administrators, Inc.. The Staunton Capital old 401(k) page lists the contacts from every plan filing. Find an old Staunton Capital 401(k)
Data from the public Form 5500 annual reports Staunton Capital 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 Staunton Capital. Not financial advice. Report a correction · Methodology