Cedar Valley Medical Specialists 401(k) match, vesting and fees
What Cedar Valley Medical Specialists' 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 | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Cedar Valley Medical Specialists: employer contribution per participant | $5,288 | |
| Peer median | $1,337 |
| Cedar Valley Medical Specialists: average balance | $180,366 | |
| Peer median | $35,764 |
| Cedar Valley Medical Specialists: admin expenses ÷ assets | 0.04% | |
| 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 went from $116M at the end of plan year 2021 to $113M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 666 | $113M | $3.3M | $5,288 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 612 | $99M | $3M | $5,146 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 567 | $93M | $2.9M | $5,270 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 562 | $116M | $2.9M | $5,204 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Cedar Valley Medical Specialists match 401(k) contributions?
The match terms for the Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $5,288 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cedar Valley Medical Specialists 401(k) match vested?
The vesting schedule for the Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cedar Valley Medical Specialists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Cedar Valley Medical Specialists, P.C..
I left Cedar Valley Medical Specialists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cedar Valley Medical Specialists, P.C., (319) 235-5390) or the recordkeeper, Fidelity Investments Institutional. The Cedar Valley Medical Specialists old 401(k) page lists the contacts from every plan filing. Find an old Cedar Valley Medical Specialists 401(k)
Data from the public Form 5500 annual reports Cedar Valley Medical Specialists 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 Cedar Valley Medical Specialists. Not financial advice. Report a correction · Methodology