CD Peo Plus 401(k) match, vesting and fees
What CD Peo Plus' 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 | Nationwide | Schedule C ↗ |
| Independent auditor | Prida Guida & Perez (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| CD Peo Plus: employer contribution per participant | $1,917 | |
| Peer median | $1,495 |
| CD Peo Plus: average balance | $27,793 | |
| Peer median | $34,563 |
| CD Peo Plus: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.51% |
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 $2.3M at the end of plan year 2021 to $4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 313 | $4M | $276K | $1,917 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 288 | $3.2M | $246K | $2,414 | 1.06% | Not published | Form 5500 ↗ |
| 2022 | 211 | $2.4M | $211K | $1,715 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 209 | $2.3M | $133K | $1,179 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does CD Peo Plus match 401(k) contributions?
The match terms for the People Premier 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $276K in employer contributions, about $1,917 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CD Peo Plus 401(k) match vested?
The vesting schedule for the People Premier 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CD Peo Plus 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Cd Peo Plus, LLC.
I left CD Peo Plus. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cd Peo Plus, LLC, (727) 897-5031) or the recordkeeper, Nationwide. The CD Peo Plus old 401(k) page lists the contacts from every plan filing. Find an old CD Peo Plus 401(k)
Data from the public Form 5500 annual reports CD Peo Plus 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 CD Peo Plus. Not financial advice. Report a correction · Methodology