Transport Refrigeration 401(k) match, vesting and fees
What Transport Refrigeration'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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Kerber Rose (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Transport Refrigeration: employer contribution per participant | $373 | |
| Peer median | $1,244 |
| Transport Refrigeration: average balance | $17,833 | |
| Peer median | $40,518 |
| Transport Refrigeration: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.37% |
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 $8.6M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 700 | $12M | $251K | $373 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 582 | $9.5M | $188K | $393 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 334 | $7.6M | $171K | $544 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 257 | $8.6M | $134K | $576 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Transport Refrigeration match 401(k) contributions?
The match terms for the Transport Refrigeration Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $251K in employer contributions, about $373 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Transport Refrigeration 401(k) match vested?
The vesting schedule for the Transport Refrigeration Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Transport Refrigeration 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Transport Refrigeration Inc..
I left Transport Refrigeration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Transport Refrigeration Inc., (920) 339-5700) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Transport Refrigeration old 401(k) page lists the contacts from every plan filing. Find an old Transport Refrigeration 401(k)
Data from the public Form 5500 annual reports Transport Refrigeration 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 Transport Refrigeration. Not financial advice. Report a correction · Methodology