Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof 401(k) match, vesting and fees
What Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof: employer contribution per participant | $6,144 | |
| Peer median | $2,521 |
| Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof: average balance | $250,805 | |
| Peer median | $75,833 |
| Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.27% |
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 $28.4M at the end of plan year 2021 to $29.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 120 | $29.8M | $731K | $6,144 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 122 | $25.9M | $330K | $2,704 | 0.15% | Not published | 5500-SF ↗ |
| 2022 | 113 | $22M | $367K | $3,244 | 0.13% | Not published | 5500-SF ↗ |
| 2021 | 115 | $28.4M | $414K | $3,596 | 0.13% | Not published | 5500-SF ↗ |
Common questions
Does Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof match 401(k) contributions?
The match terms for the Cmvbs 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $731K in employer contributions, about $6,144 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof 401(k) match vested?
The vesting schedule for the Cmvbs 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Corp.
I left Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Corp, (925) 734-0990) or the recordkeeper, Empower Annuity Insurance Company O. The Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof old 401(k) page lists the contacts from every plan filing. Find an old Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof 401(k)
Data from the public Form 5500 annual reports Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof 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 Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Not financial advice. Report a correction · Methodology