Coadvantage 401(k) match, vesting and fees
What Coadvantage'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 Co | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 32 defined-contribution plans in administrative, support and waste management services with 10,000 to 49,999 participants.
| Coadvantage: employer contribution per participant | $2,853 | |
| Peer median | $1,628 |
| Coadvantage: average balance | $78,878 | |
| Peer median | $40,496 |
| Coadvantage: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.23% |
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 $1B at the end of plan year 2023 to $1.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 84,855 | $1.2B | $44.6M | $2,853 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 81,101 | $1B | $37.9M | $2,253 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Coadvantage match 401(k) contributions?
The match terms for the Coadvantage Corporation Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $44.6M in employer contributions, about $2,853 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coadvantage 401(k) match vested?
The vesting schedule for the Coadvantage Corporation Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coadvantage 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co. The plan administrator is The Coadvantage 401k Plan Committee.
I left Coadvantage. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Coadvantage 401k Plan Committee, (407) 422-8448) or the recordkeeper, Empower Annuity Insurance Co. The Coadvantage old 401(k) page lists the contacts from every plan filing. Find an old Coadvantage 401(k)
Data from the public Form 5500 annual reports Coadvantage filed with the U.S. Department of Labor (plan years 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 Coadvantage. Not financial advice. Report a correction · Methodology