Wom South Investors 401(k) match, vesting and fees
What Wom South Investors' 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 | Benefits Consultants Group | 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 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Wom South Investors: employer contribution per participant | $775 | |
| Peer median | $1,247 |
| Wom South Investors: average balance | $59,975 | |
| Peer median | $56,979 |
| Wom South Investors: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.43% |
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 $7.2M at the end of plan year 2021 to $9.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 192 | $9.1M | $118K | $775 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 208 | $8.1M | $119K | $754 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 187 | $7.5M | $117K | $743 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 176 | $6M | $126K | $795 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 177 | $7.2M | $115K | $764 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Wom South Investors match 401(k) contributions?
The match terms for the Wom South Investors 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $118K in employer contributions, about $775 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wom South Investors 401(k) match vested?
The vesting schedule for the Wom South Investors 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wom South Investors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Benefits Consultants Group. The plan administrator is Wom South Investors, Inc..
I left Wom South Investors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wom South Investors, Inc., (704) 556-0922) or the recordkeeper, Benefits Consultants Group. The Wom South Investors old 401(k) page lists the contacts from every plan filing. Find an old Wom South Investors 401(k)
Data from the public Form 5500 annual reports Wom South Investors 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 Wom South Investors. Not financial advice. Report a correction · Methodology