Commonwealth Care Alliance 401(k) match, vesting and fees
What Commonwealth Care Alliance'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Aafcpas 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Commonwealth Care Alliance: employer contribution per participant | $3,833 | |
| Peer median | $1,358 |
| Commonwealth Care Alliance: average balance | $64,861 | |
| Peer median | $44,442 |
| Commonwealth Care Alliance: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.21% |
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 $1.4M at the end of plan year 2022 to $128M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,062 | $128M | $7.6M | $3,833 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 2,103 | $107M | $8.6M | $4,296 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 91 | $1.4M | $91K | $1,119 | 0.19% | Not published | Form 5500 ↗ |
Other Commonwealth Care Alliance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Commonwealth Care Alliance 403(b) Plan
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Commonwealth Care Alliance match 401(k) contributions?
The match terms for the Commonwealth Care Alliance 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.6M in employer contributions, about $3,833 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Commonwealth Care Alliance 401(k) match vested?
The vesting schedule for the Commonwealth Care Alliance 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Commonwealth Care Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Commonwealth Care Alliance.
I left Commonwealth Care Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Commonwealth Care Alliance, (617) 426-0600) or the recordkeeper, Fidelity Investments Institutional. The Commonwealth Care Alliance old 401(k) page lists the contacts from every plan filing. Find an old Commonwealth Care Alliance 401(k)
Data from the public Form 5500 annual reports Commonwealth Care Alliance 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 Commonwealth Care Alliance. Not financial advice. Report a correction · Methodology