Center for Fraternal Excellence 401(k) match, vesting and fees
What Center for Fraternal Excellence's 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 | Schedule C ↗ |
| Independent auditor | Comer Nowling & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Center for Fraternal Excellence: employer contribution per participant | $2,577 | |
| Peer median | $1,803 |
| Center for Fraternal Excellence: average balance | $92,645 | |
| Peer median | $48,934 |
| Center for Fraternal Excellence: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.31% |
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 $6.9M at the end of plan year 2022 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 169 | $10.7M | $296K | $2,577 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 196 | $8.9M | $278K | $2,030 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 189 | $6.9M | $258K | $2,030 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Center for Fraternal Excellence match 401(k) contributions?
The match terms for the Cfe 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $296K in employer contributions, about $2,577 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Center for Fraternal Excellence 401(k) match vested?
The vesting schedule for the Cfe 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Center for Fraternal Excellence 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Center for Fraternal Excellence, Inc..
I left Center for Fraternal Excellence. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Center for Fraternal Excellence, Inc., (317) 872-1112) or the recordkeeper, Fidelity Investments. The Center for Fraternal Excellence old 401(k) page lists the contacts from every plan filing. Find an old Center for Fraternal Excellence 401(k)
Data from the public Form 5500 annual reports Center for Fraternal Excellence filed with the U.S. Department of Labor (plan years 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 Center for Fraternal Excellence. Not financial advice. Report a correction · Methodology