Capital Center 401(k) match, vesting and fees
What Capital Center'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Keiter (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Capital Center: employer contribution per participant | $1,389 | |
| Peer median | $2,868 |
| Capital Center: average balance | $52,524 | |
| Peer median | $95,281 |
| Capital Center: admin expenses ÷ assets | 0.80% | |
| Peer median | 0.22% |
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 $8.1M at the end of plan year 2021 to $9.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 175 | $9.1M | $240K | $1,389 | 0.80% | Not published | Form 5500 ↗ |
| 2023 | 295 | $8.2M | $245K | $836 | 0.73% | Not published | Form 5500 ↗ |
| 2022 | 341 | $7M | $1.3M | $3,906 | 0.79% | Not published | Form 5500 ↗ |
| 2021 | 397 | $8.1M | $716K | $1,859 | 0.69% | Not published | Form 5500 ↗ |
Common questions
Does Capital Center match 401(k) contributions?
The match terms for the Sba Defined Contribution Plan for Capital Center, have not been published from its filing yet. The plan year 2024 filing reports $240K in employer contributions, about $1,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Center 401(k) match vested?
The vesting schedule for the Sba Defined Contribution Plan for Capital Center, is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Vba Benefits Corporation.
I left Capital Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vba Benefits Corporation, (800) 643-5599) or the recordkeeper, Voya Retirement Insurance & Annuity. The Capital Center old 401(k) page lists the contacts from every plan filing. Find an old Capital Center 401(k)
Data from the public Form 5500 annual reports Capital Center 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 Capital Center. Not financial advice. Report a correction · Methodology