Capital Integration Systems 401(k) match, vesting and fees
What Capital Integration Systems' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lilling & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Capital Integration Systems: employer contribution per participant | $6,965 | |
| Peer median | $2,521 |
| Capital Integration Systems: average balance | $81,765 | |
| Peer median | $75,833 |
| Capital Integration Systems: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.27% |
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 $14.6M at the end of plan year 2023 to $23M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 301 | $23M | $2M | $6,965 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 261 | $14.6M | $1.3M | $5,554 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Capital Integration Systems match 401(k) contributions?
The match terms for the Cais Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $6,965 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Integration Systems 401(k) match vested?
The vesting schedule for the Cais Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Integration Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Capital Integration Systems LLC.
I left Capital Integration Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capital Integration Systems LLC, (212) 300-9350) or the recordkeeper, Fidelity Investments Institutional. The Capital Integration Systems old 401(k) page lists the contacts from every plan filing. Find an old Capital Integration Systems 401(k)
Data from the public Form 5500 annual reports Capital Integration Systems filed with the U.S. Department of Labor (plan years 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 Integration Systems. Not financial advice. Report a correction · Methodology