Trans-West 401(k) match, vesting and fees
What Trans-West'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Eide Bailly (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 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Trans-West: employer contribution per participant | $1,932 | |
| Peer median | $1,023 |
| Trans-West: average balance | $53,948 | |
| Peer median | $43,395 |
| Trans-West: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.23% |
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 $78.4M at the end of plan year 2023 to $91.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,756 | $91.7M | $3.3M | $1,932 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 1,705 | $78.4M | $2.7M | $2,220 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Trans-West match 401(k) contributions?
The match terms for the Trans-West, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $1,932 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trans-West 401(k) match vested?
The vesting schedule for the Trans-West, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trans-West 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Trans-West, Inc..
I left Trans-West. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trans-West, Inc., (303) 301-7500) or the recordkeeper, Empower Annuity Insurance Company O. The Trans-West old 401(k) page lists the contacts from every plan filing. Find an old Trans-West 401(k)
Data from the public Form 5500 annual reports Trans-West 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 Trans-West. Not financial advice. Report a correction · Methodology