Catbird NYC 401(k) match, vesting and fees
What Catbird NYC'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 | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Russon + Johnston Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Catbird NYC: employer contribution per participant | $997 | |
| Peer median | $1,988 |
| Catbird NYC: average balance | $7,956 | |
| Peer median | $75,431 |
| Catbird NYC: admin expenses ÷ assets | 1.03% | |
| Peer median | 0.31% |
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 $2M at the end of plan year 2021 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 408 | $3.2M | $407K | $997 | 1.03% | Not published | Form 5500 ↗ |
| 2023 | 312 | $2.4M | $362K | $1,160 | 1.00% | Not published | Form 5500 ↗ |
| 2022 | 219 | $505K | $301K | $1,373 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 64 | $2M | $0 | $0 | 1.15% | Not published | 5500-SF ↗ |
Other Catbird NYC plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Catbird Nyc, LLC 401(k) Profit Sharing 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 | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Rony E. Vardi, Inc. 401(k) Profit Sharing 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Catbird NYC match 401(k) contributions?
The match terms for the Catbird Nyc, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $407K in employer contributions, about $997 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Catbird NYC 401(k) match vested?
The vesting schedule for the Catbird Nyc, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catbird NYC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Catbird Nyc, LLC.
I left Catbird NYC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Catbird Nyc, LLC, (646) 930-1977) or the recordkeeper, Empower Life & Annuity Insurance Co. The Catbird NYC old 401(k) page lists the contacts from every plan filing. Find an old Catbird NYC 401(k)
Data from the public Form 5500 annual reports Catbird NYC 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 Catbird NYC. Not financial advice. Report a correction · Methodology