Cdha Holdings 401(k) match, vesting and fees
What Cdha 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 | Security Financial Resources | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Cdha Holdings: employer contribution per participant | $2,673 | |
| Peer median | $1,337 |
| Cdha Holdings: average balance | $36,562 | |
| Peer median | $35,764 |
| Cdha Holdings: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.32% |
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 $22.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,193 | $22.3M | $1.6M | $2,673 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Cdha Holdings match 401(k) contributions?
The match terms for the Chord 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $2,673 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cdha Holdings 401(k) match vested?
The vesting schedule for the Chord 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cdha Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Security Financial Resources. The plan administrator is Cdha Holdings, LLC.
I left Cdha Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cdha Holdings, LLC, (629) 895-5399) or the recordkeeper, Security Financial Resources. The Cdha Holdings old 401(k) page lists the contacts from every plan filing. Find an old Cdha Holdings 401(k)
Data from the public Form 5500 annual reports Cdha Holdings filed with the U.S. Department of Labor (plan years 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 Cdha Holdings. Not financial advice. Report a correction · Methodology