Association of International Certified Professional Accountants 401(k) match, vesting and fees
What Association of International Certified Professional Accountants' 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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Cohnreznick (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Association of International Certified Professional Accountants: employer contribution per participant | $3,798 | |
| Peer median | $1,431 |
| Association of International Certified Professional Accountants: average balance | $251,153 | |
| Peer median | $42,646 |
| Association of International Certified Professional Accountants: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.23% |
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 $246M at the end of plan year 2021 to $269M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,095 | $269M | $4.1M | $3,798 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,154 | $245M | $4M | $3,480 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,152 | $209M | $4.2M | $3,701 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,111 | $246M | $4.8M | $4,389 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Association of International Certified Professional Accountants match 401(k) contributions?
The match terms for the The Association of International Certified Professional Accountants 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $3,798 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Association of International Certified Professional Accountants 401(k) match vested?
The vesting schedule for the The Association of International Certified Professional Accountants 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Association of International Certified Professional Accountants 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is The Association of International Certified Professional Accountants.
I left Association of International Certified Professional Accountants. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Association of International Certified Professional Accountants, (919) 402-4500) or the recordkeeper, Schwab Retirement Plan Services Inc. The Association of International Certified Professional Accountants old 401(k) page lists the contacts from every plan filing. Find an old Association of International Certified Professional Accountants 401(k)
Data from the public Form 5500 annual reports Association of International Certified Professional Accountants 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 Association of International Certified Professional Accountants. Not financial advice. Report a correction · Methodology