9line 401(k) match, vesting and fees
What 9line'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 | Cape Investment Advisory,inc | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 146,150 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| 9line: employer contribution per participant | $2,699 | |
| Peer median | $2,267 |
| 9line: average balance | $74,789 | |
| Peer median | $64,582 |
| 9line: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.39% |
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 $4.7M at the end of plan year 2021 to $7.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 100 | $7.1M | $256K | $2,699 | 0.28% | Not published | 5500-SF ↗ |
| 2024 | 107 | $5.8M | $261K | $2,690 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 104 | $5M | $264K | $2,638 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 116 | $4.4M | $237K | $2,115 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 128 | $4.7M | $244K | $2,003 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does 9line match 401(k) contributions?
The match terms for the 9line LLC 401k Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $256K in employer contributions, about $2,699 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the 9line 401(k) match vested?
The vesting schedule for the 9line LLC 401k Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the 9line 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cape Investment Advisory,inc. The plan administrator is 9line LLC.
I left 9line. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (9line LLC, (813) 341-4800) or the recordkeeper, Cape Investment Advisory,inc. The 9line old 401(k) page lists the contacts from every plan filing. Find an old 9line 401(k)
Data from the public Form 5500 annual reports 9line 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 9line. Not financial advice. Report a correction · Methodology