Whittier Employee Resources 401(k) match, vesting and fees
What Whittier Employee Resources' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Whittier Employee Resources: employer contribution per participant | — | |
| Peer median | $2,664 |
| Whittier Employee Resources: average balance | $25,037 | |
| Peer median | $119,448 |
| Whittier Employee Resources: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.09% |
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 $37.2M at the end of plan year 2021 to $34.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,470 | $34.9M | — | — | 0.57% | Not published | Form 5500 ↗ |
| 2024 | 2,282 | $36.9M | $775 | $0 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 2,296 | $35M | — | — | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 2,325 | $30.7M | $73 | $0 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 2,387 | $37.2M | $336 | $0 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Whittier Employee Resources match 401(k) contributions?
The match terms for the Whittier Employee Resources Inc. 401(k) Plan have not been published from its filing yet.
When is the Whittier Employee Resources 401(k) match vested?
The vesting schedule for the Whittier Employee Resources Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whittier Employee Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Whittier Employee Resources Inc..
I left Whittier Employee Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Whittier Employee Resources Inc., (978) 556-5909) or the recordkeeper, Empower Annuity Insurance Company. The Whittier Employee Resources old 401(k) page lists the contacts from every plan filing. Find an old Whittier Employee Resources 401(k)
Data from the public Form 5500 annual reports Whittier Employee Resources 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 Whittier Employee Resources. Not financial advice. Report a correction · Methodology