Citrus Cardiology Consultants 401(k) match, vesting and fees
What Citrus Cardiology Consultants' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Citrus Cardiology Consultants: employer contribution per participant | $2,130 | |
| Peer median | $1,468 |
| Citrus Cardiology Consultants: average balance | $81,381 | |
| Peer median | $37,786 |
| Citrus Cardiology Consultants: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.39% |
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 $15.1M at the end of plan year 2021 to $16.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 211 | $16.8M | $441K | $2,130 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 203 | $15.9M | $439K | $2,162 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 201 | $13.1M | $411K | $2,047 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 196 | $15.1M | $362K | $1,935 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Citrus Cardiology Consultants match 401(k) contributions?
The match terms for the Citrus Cardiology Consultants, PA Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $441K in employer contributions, about $2,130 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Citrus Cardiology Consultants 401(k) match vested?
The vesting schedule for the Citrus Cardiology Consultants, PA Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Citrus Cardiology Consultants 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Citrus Cardiology Consultants, PA.
I left Citrus Cardiology Consultants. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Citrus Cardiology Consultants, PA, (352) 726-8353) or the recordkeeper, Empower Annuity Insurance Company O. The Citrus Cardiology Consultants old 401(k) page lists the contacts from every plan filing. Find an old Citrus Cardiology Consultants 401(k)
Data from the public Form 5500 annual reports Citrus Cardiology Consultants 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 Citrus Cardiology Consultants. Not financial advice. Report a correction · Methodology