Cardinal Group Management & Advisory 401(k) match, vesting and fees
What Cardinal Group Management & Advisory'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Cardinal Group Management & Advisory: employer contribution per participant | $2,248 | |
| Peer median | $1,449 |
| Cardinal Group Management & Advisory: average balance | $27,668 | |
| Peer median | $44,821 |
| Cardinal Group Management & Advisory: admin expenses ÷ assets | 0.61% | |
| Peer median | 0.36% |
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 $10.1M at the end of plan year 2021 to $20.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,732 | $20.5M | $1.7M | $2,248 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 1,217 | $15.3M | $1.4M | $2,212 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 1,074 | $10.8M | $1.3M | $2,315 | 0.86% | Not published | Form 5500 ↗ |
| 2021 | 1,155 | $10.1M | $1.1M | $2,165 | 0.88% | Not published | Form 5500 ↗ |
Common questions
Does Cardinal Group Management & Advisory match 401(k) contributions?
The match terms for the Cardinal Group Management 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $2,248 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cardinal Group Management & Advisory 401(k) match vested?
The vesting schedule for the Cardinal Group Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cardinal Group Management & Advisory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Cardinal Group Management & Advisory LLC.
I left Cardinal Group Management & Advisory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cardinal Group Management & Advisory LLC, (303) 407-4500) or the recordkeeper, Fidelity Investments Institutional. The Cardinal Group Management & Advisory old 401(k) page lists the contacts from every plan filing. Find an old Cardinal Group Management & Advisory 401(k)
Data from the public Form 5500 annual reports Cardinal Group Management & Advisory 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 Cardinal Group Management & Advisory. Not financial advice. Report a correction · Methodology