Utility Trailer of Texas 401(k) match, vesting and fees
What Utility Trailer of Texas' 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 | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Svadlenak See & Company P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Utility Trailer of Texas: employer contribution per participant | $675 | |
| Peer median | $1,247 |
| Utility Trailer of Texas: average balance | $68,543 | |
| Peer median | $56,979 |
| Utility Trailer of Texas: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.43% |
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 $19.2M at the end of plan year 2021 to $24.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 411 | $24.3M | $240K | $675 | 0.20% | Not published | Form 5500 ↗ |
| 2024 | 386 | $22M | $143K | $381 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 387 | $18.8M | $147K | $394 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 380 | $15.5M | $130K | $354 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 353 | $19.2M | $116K | $331 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Utility Trailer of Texas match 401(k) contributions?
The match terms for the Utility Trailer Sales of S.E. Texas, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $240K in employer contributions, about $675 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Utility Trailer of Texas 401(k) match vested?
The vesting schedule for the Utility Trailer Sales of S.E. Texas, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Utility Trailer of Texas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Utility Trailer of Texas, Inc..
I left Utility Trailer of Texas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Utility Trailer of Texas, Inc., (713) 670-2015) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Utility Trailer of Texas old 401(k) page lists the contacts from every plan filing. Find an old Utility Trailer of Texas 401(k)
Data from the public Form 5500 annual reports Utility Trailer of Texas 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 Utility Trailer of Texas. Not financial advice. Report a correction · Methodology