Worth Higgins & Associates 401(k) match, vesting and fees
What Worth Higgins & Associates' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Adams, Jenkins & Cheathem (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Worth Higgins & Associates: employer contribution per participant | $294 | |
| Peer median | $1,847 |
| Worth Higgins & Associates: average balance | $85,323 | |
| Peer median | $65,512 |
| Worth Higgins & Associates: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.32% |
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 $16M at the end of plan year 2021 to $16M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 187 | $16M | $55K | $294 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 201 | $14.4M | $83K | $424 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 212 | $11.8M | $51K | $249 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 221 | $16M | $46K | $217 | 0.43% | Not published | Form 5500 ↗ |
Other Worth Higgins & Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Worth Higgins & Associates, Inc. Employee Stock Ownership Plan
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 | Adams, Jenkins & Cheatam, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Worth Higgins & Associates match 401(k) contributions?
The match terms for the Wha Plan for Living 401(k) and Trust have not been published from its filing yet. The plan year 2024 filing reports $55K in employer contributions, about $294 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Worth Higgins & Associates 401(k) match vested?
The vesting schedule for the Wha Plan for Living 401(k) and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Worth Higgins & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Worth Higgins & Associates, Inc..
I left Worth Higgins & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Worth Higgins & Associates, Inc., (804) 264-2304) or the recordkeeper, Principal Life Insurance Company. The Worth Higgins & Associates old 401(k) page lists the contacts from every plan filing. Find an old Worth Higgins & Associates 401(k)
Data from the public Form 5500 annual reports Worth Higgins & Associates 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 Worth Higgins & Associates. Not financial advice. Report a correction · Methodology