Stock Development Associates 401(k) match, vesting and fees
What Stock Development Associates' 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 | Grant Thornton (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Stock Development Associates: employer contribution per participant | $1,159 | |
| Peer median | $2,361 |
| Stock Development Associates: average balance | $49,667 | |
| Peer median | $60,193 |
| Stock Development Associates: admin expenses ÷ assets | 0.48% | |
| 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 $21.4M at the end of plan year 2021 to $27.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 768 | $27.3M | $636K | $1,159 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 511 | $23.4M | $610K | $1,268 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 490 | $18.5M | $670K | $1,438 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 454 | $21.4M | $516K | $1,186 | 0.47% | Not published | Form 5500 ↗ |
Common questions
Does Stock Development Associates match 401(k) contributions?
The match terms for the Stock Development Associates, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $636K in employer contributions, about $1,159 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stock Development Associates 401(k) match vested?
The vesting schedule for the Stock Development Associates, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stock Development Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Stock Development Associates, Inc..
I left Stock Development Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stock Development Associates, Inc., (239) 592-7344) or the recordkeeper, Fidelity Investments Institutional. The Stock Development Associates old 401(k) page lists the contacts from every plan filing. Find an old Stock Development Associates 401(k)
Data from the public Form 5500 annual reports Stock Development Associates 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 Stock Development Associates. Not financial advice. Report a correction · Methodology