Clovernook Center for the Blind and Visually Impaired 401(k) match, vesting and fees
What Clovernook Center for the Blind and Visually Impaired'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 | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Barnes Dennig & Co., Inc. (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.
| Clovernook Center for the Blind and Visually Impaired: employer contribution per participant | $899 | |
| Peer median | $1,468 |
| Clovernook Center for the Blind and Visually Impaired: average balance | $69,737 | |
| Peer median | $37,786 |
| Clovernook Center for the Blind and Visually Impaired: admin expenses ÷ assets | 0.29% | |
| 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 $7.8M at the end of plan year 2021 to $7.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 118 | $7.5M | $96K | $899 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 139 | $6.6M | $99K | $775 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 137 | $6.1M | $91K | $731 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 142 | $7.8M | $84K | $654 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Clovernook Center for the Blind and Visually Impaired match 401(k) contributions?
The match terms for the Clovernook Center for the Blind Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $96K in employer contributions, about $899 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clovernook Center for the Blind and Visually Impaired 401(k) match vested?
The vesting schedule for the Clovernook Center for the Blind Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clovernook Center for the Blind and Visually Impaired 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Clovernook Center for the Blind and Visually Impaired.
I left Clovernook Center for the Blind and Visually Impaired. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clovernook Center for the Blind and Visually Impaired, (513) 728-6263) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Clovernook Center for the Blind and Visually Impaired old 401(k) page lists the contacts from every plan filing. Find an old Clovernook Center for the Blind and Visually Impaired 401(k)
Data from the public Form 5500 annual reports Clovernook Center for the Blind and Visually Impaired 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 Clovernook Center for the Blind and Visually Impaired. Not financial advice. Report a correction · Methodology