Team Resources: 401(k) Benefits

Retirement plan benefits are available for full-time employees who have been with Partners Excavating for a minimum of 1 year.

Partners Excavating’s contribution comes in the form of a discretionary match. This means the amount the company contributes toward your account may vary depending on business profits during the plan year. Employees typically see a benefit of 40% match up to 6% of pay when the company has a good year.

Forms

Participant Enrollment (English)

Beneficiary Designation (English)

Paycheck Contribution Election/Change (English)

In-Service Withdrawal Request (English)

Hardship Withdrawal Request (English)

Separation from Employment Withdrawal Request (English)

Incoming Transfer/Rollover (English)

Important Contacts

Stern & Heatwole – Mark Brenneman, Retirement Plan Advisor

  • Email: mark@sternheatwole.com
  • Phone: (540) 438-0547
  • Fax: (540) 438-5647

Stern & Heatwole – Katie Wilkins, Registered Administrative Associate

  • Email: katie@sternheatwole.com
  • Phone: (540) 438-0547 Ext. 230
  • Fax:(540) 438-5647

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