Capital Markets 401(k) match, vesting and fees
What Capital Markets' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Barnes Denning (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Capital Markets: employer contribution per participant | $2,243 | |
| Peer median | $2,664 |
| Capital Markets: average balance | $113,281 | |
| Peer median | $119,448 |
| Capital Markets: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.09% |
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 $134M at the end of plan year 2021 to $203M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,821 | $203M | $4M | $2,243 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 1,868 | $172M | $4.5M | $2,435 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 2,289 | $149M | $4.6M | $2,033 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 2,283 | $119M | $4.7M | $2,116 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 2,006 | $134M | $4M | $2,122 | 0.17% | Not published | Form 5500 ↗ |
Other Capital Markets plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Capital Markets Company 401(k) Plan
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 | Bdo USA, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Capital Markets match 401(k) contributions?
The match terms for the The Capco 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $4M in employer contributions, about $2,243 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Markets 401(k) match vested?
The vesting schedule for the The Capco 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Markets 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is The Capital Markets Company.
I left Capital Markets. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Capital Markets Company, (347) 446-7947) or the recordkeeper, The Vanguard Group, Inc.. The Capital Markets old 401(k) page lists the contacts from every plan filing. Find an old Capital Markets 401(k)
Data from the public Form 5500 annual reports Capital Markets 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 Capital Markets. Not financial advice. Report a correction · Methodology