Wesley Financial Group 401(k) match, vesting and fees
What Wesley Financial 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 | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Carr, Riggs & Ingram (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 87 defined-contribution plans in other services with 500 to 999 participants.
| Wesley Financial Group: employer contribution per participant | $1,559 | |
| Peer median | $1,829 |
| Wesley Financial Group: average balance | $21,509 | |
| Peer median | $71,847 |
| Wesley Financial Group: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.25% |
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 $3.9M at the end of plan year 2021 to $10.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 531 | $10.9M | $792K | $1,559 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 400 | $8.3M | $669K | $1,702 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 415 | $6.3M | $501K | $1,272 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 358 | $4.1M | $393K | $1,161 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 332 | $3.9M | $598K | $1,839 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Wesley Financial Group match 401(k) contributions?
The match terms for the Employee Benefit Plan of Wesley Financial Group, LLC have not been published from its filing yet. The plan year 2025 filing reports $792K in employer contributions, about $1,559 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wesley Financial Group 401(k) match vested?
The vesting schedule for the Employee Benefit Plan of Wesley Financial Group, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wesley Financial Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Wesley Financial Group, LLC.
I left Wesley Financial Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wesley Financial Group, LLC, (615) 647-9519) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Wesley Financial Group old 401(k) page lists the contacts from every plan filing. Find an old Wesley Financial Group 401(k)
Data from the public Form 5500 annual reports Wesley Financial Group 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 Wesley Financial Group. Not financial advice. Report a correction · Methodology