Caring People Alliance 403(b) match, vesting and fees
What Caring People Alliance's 403(b) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas, P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $5.5M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 217 | $4.4M | $134K | $1,267 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 280 | $4.9M | $201K | $1,307 | 0.94% | Not published | Form 5500 ↗ |
| 2022 | 284 | $4.4M | $204K | $1,276 | 0.91% | Not published | Form 5500 ↗ |
| 2021 | 262 | $5.5M | $181K | $1,075 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Caring People Alliance match 401(k) contributions?
The match terms for the Caring People Alliance Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $134K in employer contributions, about $1,267 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caring People Alliance 401(k) match vested?
The vesting schedule for the Caring People Alliance Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caring People Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Caring People Alliance.
I left Caring People Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Caring People Alliance, (215) 545-5230) or the recordkeeper, Principal Life Insurance Company. The Caring People Alliance old 401(k) page lists the contacts from every plan filing. Find an old Caring People Alliance 401(k)
Data from the public Form 5500 annual reports Caring People Alliance 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 Caring People Alliance. Not financial advice. Report a correction · Methodology