True Value 401(k) match, vesting and fees
What True Value'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Blazeska Benefit Plan Services,p.C. (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 349 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| True Value: employer contribution per participant | $0 | |
| Peer median | $2,072 |
| True Value: average balance | $80,117 | |
| Peer median | $78,395 |
| True Value: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.14% |
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 $229M at the end of plan year 2023 to $223M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,878 | $223M | $7 | $0 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 3,191 | $229M | $5.1M | $1,646 | 0.09% | Not published | Form 5500 ↗ |
Other True Value plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
True Value Company Defined Lump Sum 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 | Aon Consulting | Schedule C ↗ |
| Independent auditor | Blazeska Benefit Plan Services, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does True Value match 401(k) contributions?
The match terms for the True Value Company, L.L.C. Savings and Compensation Deferral Plan have not been published from its filing yet. The plan year 2024 filing reports $7 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the True Value 401(k) match vested?
The vesting schedule for the True Value Company, L.L.C. Savings and Compensation Deferral Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the True Value 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is True Value Company.
I left True Value. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (True Value Company, (773) 695-5483) or the recordkeeper, Fidelity Investments Institutional. The True Value old 401(k) page lists the contacts from every plan filing. Find an old True Value 401(k)
Data from the public Form 5500 annual reports True Value 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 True Value. Not financial advice. Report a correction · Methodology