Cfa Institute 401(k) match, vesting and fees
What Cfa Institute'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pbmares 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 456 defined-contribution plans in educational services with 500 to 999 participants.
| Cfa Institute: employer contribution per participant | $9,719 | |
| Peer median | $1,855 |
| Cfa Institute: average balance | $330,213 | |
| Peer median | $100,069 |
| Cfa Institute: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.11% |
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 $218M at the end of plan year 2021 to $240M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 731 | $240M | $7.1M | $9,719 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 757 | $216M | $7M | $9,226 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 742 | $183M | $6.9M | $9,327 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 765 | $218M | $7.7M | $10,060 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Cfa Institute match 401(k) contributions?
The match terms for the Cfa Institute 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.1M in employer contributions, about $9,719 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cfa Institute 401(k) match vested?
The vesting schedule for the Cfa Institute 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cfa Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Cfa Institute.
I left Cfa Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cfa Institute, (434) 951-5489) or the recordkeeper, The Vanguard Group, Inc.. The Cfa Institute old 401(k) page lists the contacts from every plan filing. Find an old Cfa Institute 401(k)
Data from the public Form 5500 annual reports Cfa Institute 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 Cfa Institute. Not financial advice. Report a correction · Methodology