Coastal Villages Region Fund 401(k) match, vesting and fees
What Coastal Villages Region Fund'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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Coastal Villages Region Fund: employer contribution per participant | $2,799 | |
| Peer median | $1,468 |
| Coastal Villages Region Fund: average balance | $83,477 | |
| Peer median | $37,786 |
| Coastal Villages Region Fund: admin expenses ÷ assets | 0.24% | |
| 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 $21.2M at the end of plan year 2021 to $25M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 433 | $25M | $837K | $2,799 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 449 | $22.5M | $855K | $2,794 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 510 | $17.9M | $835K | $2,477 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 296 | $21.2M | $854K | $2,894 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Coastal Villages Region Fund match 401(k) contributions?
The match terms for the Cvrf Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $837K in employer contributions, about $2,799 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coastal Villages Region Fund 401(k) match vested?
The vesting schedule for the Cvrf Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coastal Villages Region Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Coastal Villages Region Fund.
I left Coastal Villages Region Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Coastal Villages Region Fund, (907) 278-5151) or the recordkeeper, Stancorp Financial Group. The Coastal Villages Region Fund old 401(k) page lists the contacts from every plan filing. Find an old Coastal Villages Region Fund 401(k)
Data from the public Form 5500 annual reports Coastal Villages Region Fund 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 Coastal Villages Region Fund. Not financial advice. Report a correction · Methodology