Totes Isotoner 401(k) match, vesting and fees
What Totes Isotoner'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 | The Vanguard Group Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (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.
| Totes Isotoner: employer contribution per participant | $1,411 | |
| Peer median | $1,988 |
| Totes Isotoner: average balance | $135,210 | |
| Peer median | $75,431 |
| Totes Isotoner: admin expenses ÷ assets | 0.08% | |
| 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 $43M at the end of plan year 2021 to $39.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 298 | $39.2M | $409K | $1,411 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 318 | $37.7M | $374K | $1,212 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 320 | $32.8M | $347K | $1,110 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 347 | $43M | $369K | $1,090 | 0.02% | Not published | Form 5500 ↗ |
Other Totes Isotoner plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Totes Isotoner Corporation Employees' Pension 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.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Clark Schaefer Hackett (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Totes Isotoner match 401(k) contributions?
The match terms for the Totes Isotoner Corporation Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $409K in employer contributions, about $1,411 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Totes Isotoner 401(k) match vested?
The vesting schedule for the Totes Isotoner Corporation Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Totes Isotoner 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group Inc.. The plan administrator is Totes Isotoner Corporation.
I left Totes Isotoner. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Totes Isotoner Corporation, (513) 682-8316) or the recordkeeper, The Vanguard Group Inc.. The Totes Isotoner old 401(k) page lists the contacts from every plan filing. Find an old Totes Isotoner 401(k)
Data from the public Form 5500 annual reports Totes Isotoner 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 Totes Isotoner. Not financial advice. Report a correction · Methodology