Cavaliers Holdings 401(k) match, vesting and fees
What Cavaliers Holdings' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cohen & Company, Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 152 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| Cavaliers Holdings: employer contribution per participant | $2,602 | |
| Peer median | $1,733 |
| Cavaliers Holdings: average balance | $88,422 | |
| Peer median | $56,463 |
| Cavaliers Holdings: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.26% |
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 $42.7M at the end of plan year 2021 to $54M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 634 | $54M | $1.6M | $2,602 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 597 | $45.8M | $1.1M | $1,912 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 559 | $37M | $938K | $1,712 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 514 | $42.7M | $835K | $1,664 | 0.15% | Not published | Form 5500 ↗ |
Other Cavaliers Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cavaliers Union 401(k) 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 Cavaliers Holdings match 401(k) contributions?
The match terms for the Cavaliers 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $2,602 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cavaliers Holdings 401(k) match vested?
The vesting schedule for the Cavaliers 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cavaliers Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Cavaliers Holdings, LLC.
I left Cavaliers Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cavaliers Holdings, LLC, (216) 420-2218) or the recordkeeper, The Vanguard Group, Inc.. The Cavaliers Holdings old 401(k) page lists the contacts from every plan filing. Find an old Cavaliers Holdings 401(k)
Data from the public Form 5500 annual reports Cavaliers Holdings 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 Cavaliers Holdings. Not financial advice. Report a correction · Methodology