Takeone Network 401(k) match, vesting and fees
What Takeone Network'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Takeone Network: employer contribution per participant | $2,830 | |
| Peer median | $2,188 |
| Takeone Network: average balance | $52,053 | |
| Peer median | $63,883 |
| Takeone Network: admin expenses ÷ assets | 0.33% | |
| 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 $6.8M at the end of plan year 2023 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 231 | $10.7M | $583K | $2,830 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 180 | $6.8M | $836K | $5,290 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Takeone Network match 401(k) contributions?
The match terms for the Wrapbook 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $583K in employer contributions, about $2,830 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Takeone Network 401(k) match vested?
The vesting schedule for the Wrapbook 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Takeone Network 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Takeone Network LLC.
I left Takeone Network. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Takeone Network LLC, (813) 210-2528) or the recordkeeper, ADP, Inc.. The Takeone Network old 401(k) page lists the contacts from every plan filing. Find an old Takeone Network 401(k)
Data from the public Form 5500 annual reports Takeone Network 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 Takeone Network. Not financial advice. Report a correction · Methodology