Worldwide Equipment Enterprises 401(k) match, vesting and fees
What Worldwide Equipment Enterprises' 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 | Mcf Advisors | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2022 medians for 334 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Worldwide Equipment Enterprises: employer contribution per participant | $529 | |
| Peer median | $1,834 |
| Worldwide Equipment Enterprises: average balance | $23,506 | |
| Peer median | $63,174 |
| Worldwide Equipment Enterprises: admin expenses ÷ assets | 0.13% | |
| 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 $23.6M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 1,097 | $23.6M | $531K | $529 | 0.13% | Not published | Form 5500 ↗ |
Other Worldwide Equipment Enterprises plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Worldwide Equipment Enterprises, Inc. Employees Savings
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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Worldwide Equipment Enterprises match 401(k) contributions?
The match terms for the Worldwide Equipment Enterprises, Inc. Employees Savings have not been published from its filing yet. The plan year 2022 filing reports $531K in employer contributions, about $529 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Worldwide Equipment Enterprises 401(k) match vested?
The vesting schedule for the Worldwide Equipment Enterprises, Inc. Employees Savings is not in the data published so far. Your Summary Plan Description states it.
Who manages the Worldwide Equipment Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is Mcf Advisors. The plan administrator is Worldwide Equipment Enterprises.
I left Worldwide Equipment Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Worldwide Equipment Enterprises, (865) 281-1619) or the recordkeeper, Mcf Advisors. The Worldwide Equipment Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Worldwide Equipment Enterprises 401(k)
Data from the public Form 5500 annual reports Worldwide Equipment Enterprises 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 Worldwide Equipment Enterprises. Not financial advice. Report a correction · Methodology