Cep America, LLC DBA Vituity retirement plan: assets, participants and fees
What Cep America, LLC DBA Vituity's retirement plan 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 | Schwab Retirement Services | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 162 pension plans in health care and social assistance with 1,000 to 4,999 participants.
| Cep America, LLC DBA Vituity: employer contribution per participant | $11,727 | |
| Peer median | $2,182 |
| Cep America, LLC DBA Vituity: average balance | $23,195 | |
| Peer median | $68,893 |
| Cep America, LLC DBA Vituity: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.67% |
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 $24.9M at the end of plan year 2023 to $53.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,311 | $53.6M | $27.1M | $11,727 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 1,863 | $24.9M | $24.8M | $13,312 | 1.87% | Not published | Form 5500 ↗ |
Other Cep America, LLC DBA Vituity plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Medamerica Retirement Plan for Cep Physicians
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.
| Independent auditor | Bpm LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Cep America, LLC DBA Vituity match 401(k) contributions?
The match terms for the Vituity Retirement Plan for Cep Physicians have not been published from its filing yet. The plan year 2024 filing reports $27.1M in employer contributions, about $11,727 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cep America, LLC DBA Vituity 401(k) match vested?
The vesting schedule for the Vituity Retirement Plan for Cep Physicians is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cep America, LLC DBA Vituity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Services. The plan administrator is Cep America, LLC DBA Vituity.
I left Cep America, LLC DBA Vituity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cep America, LLC DBA Vituity, (510) 671-1478) or the recordkeeper, Schwab Retirement Services. The Cep America, LLC DBA Vituity old 401(k) page lists the contacts from every plan filing. Find an old Cep America, LLC DBA Vituity 401(k)
Data from the public Form 5500 annual reports Cep America, LLC DBA Vituity 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 Cep America, LLC DBA Vituity. Not financial advice. Report a correction · Methodology