Cboe Services 401(k) match, vesting and fees
What Cboe Services' 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 | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Cboe Services: employer contribution per participant | $9,987 | |
| Peer median | $2,966 |
| Cboe Services: average balance | $315,606 | |
| Peer median | $104,792 |
| Cboe Services: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $509M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,634 | $509M | $16.1M | $9,987 | 0.03% | Not published | Form 5500 ↗ |
Other Cboe Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cboe Global Markets Smart 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Cboe Services match 401(k) contributions?
The match terms for the Cboe Global Markets Smart Plan have not been published from its filing yet. The plan year 2024 filing reports $16.1M in employer contributions, about $9,987 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cboe Services 401(k) match vested?
The vesting schedule for the Cboe Global Markets Smart Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cboe Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Cboe Services Co..
I left Cboe Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cboe Services Co., (312) 786-7215) or the recordkeeper, Fidelity Investments Institutional. The Cboe Services old 401(k) page lists the contacts from every plan filing. Find an old Cboe Services 401(k)
Data from the public Form 5500 annual reports Cboe Services filed with the U.S. Department of Labor (plan years 2024 and 2025) 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 Cboe Services. Not financial advice. Report a correction · Methodology