City Ventures Communities 401(k) match, vesting and fees
What City Ventures Communities' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Talley, 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 3,874 defined-contribution plans in construction with 100 to 499 participants.
| City Ventures Communities: employer contribution per participant | $5,218 | |
| Peer median | $2,411 |
| City Ventures Communities: average balance | $103,438 | |
| Peer median | $61,921 |
| City Ventures Communities: admin expenses ÷ assets | 0.35% | |
| 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 $12.3M at the end of plan year 2021 to $18M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 184 | $18M | $908K | $5,218 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 160 | $15M | $737K | $4,916 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 148 | $11.7M | $1.5M | $10,210 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 155 | $12.3M | $817K | $5,520 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does City Ventures Communities match 401(k) contributions?
The match terms for the City Ventures Communities, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $908K in employer contributions, about $5,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the City Ventures Communities 401(k) match vested?
The vesting schedule for the City Ventures Communities, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the City Ventures Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is City Ventures Communities, LLC.
I left City Ventures Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (City Ventures Communities, LLC, (949) 258-7519) or the recordkeeper, Principal Life Insurance Company. The City Ventures Communities old 401(k) page lists the contacts from every plan filing. Find an old City Ventures Communities 401(k)
Data from the public Form 5500 annual reports City Ventures Communities 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 City Ventures Communities. Not financial advice. Report a correction · Methodology