Wade Trim Group 401(k) match, vesting and fees
What Wade Trim Group'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Rehmann Robson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Wade Trim Group: employer contribution per participant | $1,878 | |
| Peer median | $2,600 |
| Wade Trim Group: average balance | $98,065 | |
| Peer median | $84,124 |
| Wade Trim Group: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.17% |
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 $76.2M at the end of plan year 2021 to $87M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 914 | $87M | $1.7M | $1,878 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 879 | $75.6M | $1.4M | $1,637 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 800 | $63.6M | $1.2M | $1,514 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 686 | $76.2M | $1M | $1,540 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Wade Trim Group match 401(k) contributions?
The match terms for the Wade Trim Group, Inc. Profit Sharing & 401k Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $1,878 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wade Trim Group 401(k) match vested?
The vesting schedule for the Wade Trim Group, Inc. Profit Sharing & 401k Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wade Trim Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Wade Trim Group, Inc..
I left Wade Trim Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wade Trim Group, Inc., (734) 947-2700) or the recordkeeper, T Rowe Price Rps Inc. The Wade Trim Group old 401(k) page lists the contacts from every plan filing. Find an old Wade Trim Group 401(k)
Data from the public Form 5500 annual reports Wade Trim Group 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 Wade Trim Group. Not financial advice. Report a correction · Methodology