Wapsie Valley Creamery 401(k) match, vesting and fees
What Wapsie Valley Creamery'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 | Avantax Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Carney, Alexander, Marold & Co. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Wapsie Valley Creamery: employer contribution per participant | $2,337 | |
| Peer median | $1,917 |
| Wapsie Valley Creamery: average balance | $99,337 | |
| Peer median | $58,404 |
| Wapsie Valley Creamery: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.38% |
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 $11.5M at the end of plan year 2021 to $12.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 132 | $12.6M | $297K | $2,337 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 136 | $10.8M | $253K | $1,931 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 130 | $9.9M | $212K | $1,686 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 135 | $11.5M | $235K | $1,849 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Wapsie Valley Creamery match 401(k) contributions?
The match terms for the Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $297K in employer contributions, about $2,337 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wapsie Valley Creamery 401(k) match vested?
The vesting schedule for the Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wapsie Valley Creamery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Avantax Retirement Plan Services. The plan administrator is Wapsie Valley Creamery, Inc..
I left Wapsie Valley Creamery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wapsie Valley Creamery, Inc., (319) 334-7193) or the recordkeeper, Avantax Retirement Plan Services. The Wapsie Valley Creamery old 401(k) page lists the contacts from every plan filing. Find an old Wapsie Valley Creamery 401(k)
Data from the public Form 5500 annual reports Wapsie Valley Creamery 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 Wapsie Valley Creamery. Not financial advice. Report a correction · Methodology