Caravel Autism Health 401(k) match, vesting and fees
What Caravel Autism Health'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Caravel Autism Health: employer contribution per participant | $236 | |
| Peer median | $1,358 |
| Caravel Autism Health: average balance | $8,626 | |
| Peer median | $44,442 |
| Caravel Autism Health: admin expenses ÷ assets | 1.20% | |
| Peer median | 0.21% |
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 $11.7M at the end of plan year 2023 to $15.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,939 | $15.9M | $434K | $236 | 1.20% | Not published | Form 5500 ↗ |
| 2023 | 1,668 | $11.7M | $255K | $159 | 1.19% | Not published | Form 5500 ↗ |
Common questions
Does Caravel Autism Health match 401(k) contributions?
The match terms for the Caravel Autism Health, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $434K in employer contributions, about $236 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caravel Autism Health 401(k) match vested?
The vesting schedule for the Caravel Autism Health, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caravel Autism Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Caravel Autism Health, LLC.
I left Caravel Autism Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Caravel Autism Health, LLC, (224) 551-6306) or the recordkeeper, Transamerica Retirement Solutions. The Caravel Autism Health old 401(k) page lists the contacts from every plan filing. Find an old Caravel Autism Health 401(k)
Data from the public Form 5500 annual reports Caravel Autism Health 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 Caravel Autism Health. Not financial advice. Report a correction · Methodology