Clsa Americas 401(k) match, vesting and fees
What Clsa Americas' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Citrin Cooperman&Company 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Clsa Americas: employer contribution per participant | $6,733 | |
| Peer median | $2,868 |
| Clsa Americas: average balance | $294,233 | |
| Peer median | $95,281 |
| Clsa Americas: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.22% |
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 $36.8M at the end of plan year 2021 to $31.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 108 | $31.8M | $727K | $6,733 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 123 | $31.9M | $733K | $6,012 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 127 | $28.2M | $756K | $5,997 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 122 | $36.8M | $744K | $6,101 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Clsa Americas match 401(k) contributions?
The match terms for the Clsa Americas, LLC 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $727K in employer contributions, about $6,733 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clsa Americas 401(k) match vested?
The vesting schedule for the Clsa Americas, LLC 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clsa Americas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Clsa Americas, LLC.
I left Clsa Americas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clsa Americas, LLC, (212) 408-5997) or the recordkeeper, Schwab Retirement Plan Services,inc. The Clsa Americas old 401(k) page lists the contacts from every plan filing. Find an old Clsa Americas 401(k)
Data from the public Form 5500 annual reports Clsa Americas 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 Clsa Americas. Not financial advice. Report a correction · Methodology