Truwest 401(k) match, vesting and fees
What Truwest'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 | Corrigan Krause (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Truwest: employer contribution per participant | $1,767 | |
| Peer median | $1,803 |
| Truwest: average balance | $68,272 | |
| Peer median | $48,934 |
| Truwest: admin expenses ÷ assets | 0.26% | |
| 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 $16.3M at the end of plan year 2021 to $21.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 315 | $21.5M | $557K | $1,767 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 300 | $18.7M | $528K | $1,765 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 296 | $14.1M | $450K | $1,519 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 224 | $16.3M | $385K | $1,719 | 0.23% | Not published | Form 5500 ↗ |
Other Truwest plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Truwest Company LLC Profit Sharing 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.
| Independent auditor | Corrigan Krause (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Truwest Company, LLC Cash Balance 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Truwest match 401(k) contributions?
The match terms for the Truwest Company, LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $557K in employer contributions, about $1,767 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Truwest 401(k) match vested?
The vesting schedule for the Truwest Company, LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Truwest 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Truwest Company, LLC.
I left Truwest. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Truwest Company, LLC, (216) 535-4100) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Truwest old 401(k) page lists the contacts from every plan filing. Find an old Truwest 401(k)
Data from the public Form 5500 annual reports Truwest filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Truwest. Not financial advice. Report a correction · Methodology