Trade Supply Group 401(k) match, vesting and fees
What Trade Supply Group'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 | Penserv Plan Services | Schedule C ↗ |
| Independent auditor | Weaver and Tidwell, L.L.P. (unmodified opinion, limited scope) | 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 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Trade Supply Group: employer contribution per participant | $1,022 | |
| Peer median | $2,051 |
| Trade Supply Group: average balance | $81,627 | |
| Peer median | $71,053 |
| Trade Supply Group: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.25% |
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 $17.3M at the end of plan year 2021 to $24.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 483 | $24.6M | $308K | $1,022 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 482 | $21M | $278K | $920 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 421 | $16.3M | $245K | $886 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 318 | $17.3M | $213K | $963 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Trade Supply Group match 401(k) contributions?
The match terms for the Trade Supply Group, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $308K in employer contributions, about $1,022 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trade Supply Group 401(k) match vested?
The vesting schedule for the Trade Supply Group, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trade Supply Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Penserv Plan Services. The plan administrator is Trade Supply Group, LLC.
I left Trade Supply Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trade Supply Group, LLC, (212) 377-1480) or the recordkeeper, Penserv Plan Services. The Trade Supply Group old 401(k) page lists the contacts from every plan filing. Find an old Trade Supply Group 401(k)
Data from the public Form 5500 annual reports Trade Supply Group 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 Trade Supply Group. Not financial advice. Report a correction · Methodology