Your Part-Time Controller 401(k) match, vesting and fees
What Your Part-Time Controller'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 | Empower Annuity Insurance of Americ | Schedule C ↗ |
| Independent auditor | Lear & Pannepacker, 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 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Your Part-Time Controller: employer contribution per participant | $2,652 | |
| Peer median | $2,682 |
| Your Part-Time Controller: average balance | $85,753 | |
| Peer median | $99,496 |
| Your Part-Time Controller: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.18% |
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 $24.2M at the end of plan year 2021 to $72M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 922 | $72M | $2.2M | $2,652 | 0.34% | Not published | Form 5500 ↗ |
| 2024 | 859 | $53.5M | $1.9M | $2,499 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 716 | $39.3M | $1.6M | $2,485 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 558 | $25.4M | $1.1M | $2,277 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 383 | $24.2M | $765K | $2,193 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Your Part-Time Controller match 401(k) contributions?
The match terms for the Your Part-Time Controller, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $2.2M in employer contributions, about $2,652 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Your Part-Time Controller 401(k) match vested?
The vesting schedule for the Your Part-Time Controller, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Your Part-Time Controller 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance of Americ. The plan administrator is Your Part-Time Controller, LLC.
I left Your Part-Time Controller. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Your Part-Time Controller, LLC, (215) 670-2010) or the recordkeeper, Empower Annuity Insurance of Americ. The Your Part-Time Controller old 401(k) page lists the contacts from every plan filing. Find an old Your Part-Time Controller 401(k)
Data from the public Form 5500 annual reports Your Part-Time Controller 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 Your Part-Time Controller. Not financial advice. Report a correction · Methodology