Captive-Aire Systems 401(k) match, vesting and fees
What Captive-Aire 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 | Nwps | Schedule C ↗ |
| Independent auditor | R Scott Grady, Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Captive-Aire Systems: employer contribution per participant | $2,062 | |
| Peer median | $2,413 |
| Captive-Aire Systems: average balance | $59,000 | |
| Peer median | $86,456 |
| Captive-Aire Systems: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.12% |
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 $115M at the end of plan year 2021 to $161M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,133 | $161M | $5.6M | $2,062 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 2,950 | $129M | $4.9M | $1,945 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 2,749 | $99.1M | $3.7M | $1,555 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 2,475 | $115M | $2.7M | $1,274 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Captive-Aire Systems match 401(k) contributions?
The match terms for the Captive-Aire Systems, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.6M in employer contributions, about $2,062 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Captive-Aire Systems 401(k) match vested?
The vesting schedule for the Captive-Aire Systems, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Captive-Aire Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nwps. The plan administrator is Captive-Aire Systems, Inc..
I left Captive-Aire Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Captive-Aire Systems, Inc., (919) 882-2410) or the recordkeeper, Nwps. The Captive-Aire Systems old 401(k) page lists the contacts from every plan filing. Find an old Captive-Aire Systems 401(k)
Data from the public Form 5500 annual reports Captive-Aire Systems 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 Captive-Aire Systems. Not financial advice. Report a correction · Methodology