Upchurch Management 401(k) match, vesting and fees
What Upchurch Management'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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Upchurch Management: employer contribution per participant | $1,114 | |
| Peer median | $935 |
| Upchurch Management: average balance | $40,807 | |
| Peer median | $24,052 |
| Upchurch Management: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.61% |
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 $5.2M at the end of plan year 2021 to $6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $6M | $165K | $1,114 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 150 | $5.2M | $156K | $1,161 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 152 | $4.4M | $145K | $1,114 | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 150 | $5.2M | $133K | $998 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does Upchurch Management match 401(k) contributions?
The match terms for the Upchurch Management Co. Inc. Employee Saving Trust have not been published from its filing yet. The plan year 2024 filing reports $165K in employer contributions, about $1,114 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Upchurch Management 401(k) match vested?
The vesting schedule for the Upchurch Management Co. Inc. Employee Saving Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Upchurch Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Upchurch Management Company, Inc..
I left Upchurch Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Upchurch Management Company, Inc., (954) 972-2004) or the recordkeeper, John Hancock Life Insurance Company. The Upchurch Management old 401(k) page lists the contacts from every plan filing. Find an old Upchurch Management 401(k)
Data from the public Form 5500 annual reports Upchurch Management 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 Upchurch Management. Not financial advice. Report a correction · Methodology