Ca Fortune 401(k) match, vesting and fees
What Ca Fortune'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 | Private Advisor Group LLC | Schedule C ↗ |
| Independent auditor | Vrakas S.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Ca Fortune: employer contribution per participant | $1,162 | |
| Peer median | $2,091 |
| Ca Fortune: average balance | $52,530 | |
| Peer median | $87,400 |
| Ca Fortune: admin expenses ÷ assets | 0.27% | |
| 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 $11M at the end of plan year 2022 to $24.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 719 | $24.2M | $534K | $1,162 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 579 | $17.7M | $488K | $1,272 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 466 | $14M | $434K | $1,308 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 452 | $11M | $352K | $1,050 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does Ca Fortune match 401(k) contributions?
The match terms for the Ca Fortune 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $534K in employer contributions, about $1,162 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ca Fortune 401(k) match vested?
The vesting schedule for the Ca Fortune 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ca Fortune 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Private Advisor Group LLC. The plan administrator is Ca Fortune.
I left Ca Fortune. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ca Fortune, (708) 715-0717) or the recordkeeper, Private Advisor Group LLC. The Ca Fortune old 401(k) page lists the contacts from every plan filing. Find an old Ca Fortune 401(k)
Data from the public Form 5500 annual reports Ca Fortune filed with the U.S. Department of Labor (plan years 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 Ca Fortune. Not financial advice. Report a correction · Methodology