US Motor Works 401(k) match, vesting and fees
What US Motor Works' 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 | Valmark Securities Inc. | 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| US Motor Works: employer contribution per participant | $2,521 | |
| Peer median | $1,847 |
| US Motor Works: average balance | $59,110 | |
| Peer median | $65,512 |
| US Motor Works: admin expenses ÷ assets | 0.52% | |
| 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 went from $10.7M at the end of plan year 2021 to $13.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 301 | $13.7M | $582K | $2,521 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 286 | $11.5M | $570K | $2,375 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 252 | $9M | $508K | $3,005 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 172 | $10.7M | $410K | $2,648 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does US Motor Works match 401(k) contributions?
The match terms for the US Motor Works, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $582K in employer contributions, about $2,521 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the US Motor Works 401(k) match vested?
The vesting schedule for the US Motor Works, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the US Motor Works 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valmark Securities Inc.. The plan administrator is US Motor Works, LLC.
I left US Motor Works. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (US Motor Works, LLC, (562) 404-0488) or the recordkeeper, Valmark Securities Inc.. The US Motor Works old 401(k) page lists the contacts from every plan filing. Find an old US Motor Works 401(k)
Data from the public Form 5500 annual reports US Motor Works 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 US Motor Works. Not financial advice. Report a correction · Methodology