West Herr Ford 401(k) match, vesting and fees
What West Herr Ford'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Jeffrey L Offhaus Cpa 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 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| West Herr Ford: employer contribution per participant | $923 | |
| Peer median | $1,023 |
| West Herr Ford: average balance | $89,224 | |
| Peer median | $43,395 |
| West Herr Ford: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.23% |
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 $154M at the end of plan year 2023 to $176M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,567 | $176M | $1.8M | $923 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 3,187 | $154M | $1.8M | $926 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does West Herr Ford match 401(k) contributions?
The match terms for the West Herr Employees' Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $923 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the West Herr Ford 401(k) match vested?
The vesting schedule for the West Herr Employees' Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the West Herr Ford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is West Herr Ford, Inc..
I left West Herr Ford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (West Herr Ford, Inc., (716) 926-7494) or the recordkeeper, Fidelity Investments Institutional. The West Herr Ford old 401(k) page lists the contacts from every plan filing. Find an old West Herr Ford 401(k)
Data from the public Form 5500 annual reports West Herr Ford filed with the U.S. Department of Labor (plan years 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 West Herr Ford. Not financial advice. Report a correction · Methodology