Unger Enterprises 401(k) match, vesting and fees
What Unger Enterprises' 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 | Rsm US LLP (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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Unger Enterprises: employer contribution per participant | $2,374 | |
| Peer median | $1,847 |
| Unger Enterprises: average balance | $118,024 | |
| Peer median | $65,512 |
| Unger Enterprises: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $15.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 148 | $15.3M | $309K | $2,374 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Unger Enterprises match 401(k) contributions?
The match terms for the Unger 401k & Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $309K in employer contributions, about $2,374 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Unger Enterprises 401(k) match vested?
The vesting schedule for the Unger 401k & Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Unger Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Unger Enterprises, LLC.
I left Unger Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unger Enterprises, LLC, (203) 366-4884) or the recordkeeper, Fidelity Investments Institutional. The Unger Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Unger Enterprises 401(k)
Data from the public Form 5500 annual reports Unger Enterprises filed with the U.S. Department of Labor (plan years 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 Unger Enterprises. Not financial advice. Report a correction · Methodology