Whitcraft 401(k) match, vesting and fees
What Whitcraft'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 | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 1,621 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Whitcraft: employer contribution per participant | $1,517 | |
| Peer median | $2,287 |
| Whitcraft: average balance | $55,269 | |
| Peer median | $78,102 |
| Whitcraft: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.13% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $75.4M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 2,062 | $75.4M | $2.1M | $1,517 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Whitcraft match 401(k) contributions?
The match terms for the Whitcraft LLC 401(k) Plan have not been published from its filing yet. The plan year 2023 filing reports $2.1M in employer contributions, about $1,517 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Whitcraft 401(k) match vested?
The vesting schedule for the Whitcraft LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whitcraft 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Whitcraft LLC.
I left Whitcraft. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Whitcraft LLC, (860) 846-0831) or the recordkeeper, Fidelity Investments Institutional. The Whitcraft old 401(k) page lists the contacts from every plan filing. Find an old Whitcraft 401(k)
Data from the public Form 5500 annual reports Whitcraft filed with the U.S. Department of Labor (plan years 2023) 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 Whitcraft. Not financial advice. Report a correction · Methodology