Whatever It Takes Transmission 401(k) match, vesting and fees
What Whatever It Takes Transmission'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 | Paychex Inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Whatever It Takes Transmission: employer contribution per participant | $362 | |
| Peer median | $928 |
| Whatever It Takes Transmission: average balance | $18,898 | |
| Peer median | $40,685 |
| Whatever It Takes Transmission: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.37% |
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 $8.9M at the end of plan year 2021 to $11.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,313 | $11.9M | $228K | $362 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 1,206 | $10M | $237K | $377 | 0.60% | Not published | Form 5500 ↗ |
| 2022 | 912 | $7.7M | $217K | $323 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 680 | $8.9M | $189K | $435 | 0.61% | Not published | Form 5500 ↗ |
Other Whatever It Takes Transmission plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Whatever IT Takes Transmission & Parts, Inc ESOP
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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Whatever It Takes Transmission match 401(k) contributions?
The match terms for the Whatever IT Takes Transmission 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $228K in employer contributions, about $362 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Whatever It Takes Transmission 401(k) match vested?
The vesting schedule for the Whatever IT Takes Transmission 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whatever It Takes Transmission 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex Inc. The plan administrator is Whatever IT Takes Transmission.
I left Whatever It Takes Transmission. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Whatever IT Takes Transmission, (502) 955-6035) or the recordkeeper, Paychex Inc. The Whatever It Takes Transmission old 401(k) page lists the contacts from every plan filing. Find an old Whatever It Takes Transmission 401(k)
Data from the public Form 5500 annual reports Whatever It Takes Transmission 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 Whatever It Takes Transmission. Not financial advice. Report a correction · Methodology