Child and Family Charities 401(k) match, vesting and fees
What Child and Family Charities' 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Yeo & Yeo (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $3.1M at the end of plan year 2021 to $4.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 140 | $4.1M | $164K | $1,693 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 136 | $3.2M | $141K | $1,332 | 0.93% | Not published | Form 5500 ↗ |
| 2022 | 122 | $2.5M | $127K | $1,168 | 0.82% | Not published | Form 5500 ↗ |
| 2021 | 122 | $3.1M | $139K | $1,402 | 1.07% | Not published | Form 5500 ↗ |
Common questions
Does Child and Family Charities match 401(k) contributions?
The match terms for the Child and Family Charities Employee Deferred Compensation Plan have not been published from its filing yet. The plan year 2024 filing reports $164K in employer contributions, about $1,693 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Child and Family Charities 401(k) match vested?
The vesting schedule for the Child and Family Charities Employee Deferred Compensation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Child and Family Charities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Child and Family Charities.
I left Child and Family Charities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Child and Family Charities, (517) 882-4000) or the recordkeeper, Newport Group, Inc.. The Child and Family Charities old 401(k) page lists the contacts from every plan filing. Find an old Child and Family Charities 401(k)
Data from the public Form 5500 annual reports Child and Family Charities 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 Child and Family Charities. Not financial advice. Report a correction · Methodology