Takkt Foodservices 401(k) match, vesting and fees
What Takkt Foodservices' 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 | Cliftonlarsonallen 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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Takkt Foodservices: employer contribution per participant | $2,388 | |
| Peer median | $1,988 |
| Takkt Foodservices: average balance | $151,807 | |
| Peer median | $75,431 |
| Takkt Foodservices: admin expenses ÷ assets | 0.18% | |
| 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 $54M at the end of plan year 2021 to $62.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 449 | $62.5M | $984K | $2,388 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 287 | $44.6M | $704K | $2,784 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 290 | $38.9M | $723K | $2,803 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 281 | $54M | $574K | $2,226 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Takkt Foodservices match 401(k) contributions?
The match terms for the Takkt Foodservices 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $984K in employer contributions, about $2,388 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Takkt Foodservices 401(k) match vested?
The vesting schedule for the Takkt Foodservices 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Takkt Foodservices 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Takkt Foodservices, LLC.
I left Takkt Foodservices. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Takkt Foodservices, LLC, (513) 367-8651) or the recordkeeper, Fidelity Investments Institutional. The Takkt Foodservices old 401(k) page lists the contacts from every plan filing. Find an old Takkt Foodservices 401(k)
Data from the public Form 5500 annual reports Takkt Foodservices 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 Takkt Foodservices. Not financial advice. Report a correction · Methodology