Communities Foundation of Texas 401(k) match, vesting and fees
What Communities Foundation of Texas' 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 | Baker Tilly US, 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Communities Foundation of Texas: employer contribution per participant | $5,117 | |
| Peer median | $1,803 |
| Communities Foundation of Texas: average balance | $99,692 | |
| Peer median | $48,934 |
| Communities Foundation of Texas: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.31% |
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 $20.6M at the end of plan year 2021 to $20.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 213 | $20.6M | $1.1M | $5,117 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 204 | $19.5M | $1.1M | $5,390 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 203 | $16.8M | $957K | $4,860 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 172 | $20.6M | $888K | $5,316 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Communities Foundation of Texas match 401(k) contributions?
The match terms for the Communities Foundation of Texas 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $5,117 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Communities Foundation of Texas 401(k) match vested?
The vesting schedule for the Communities Foundation of Texas 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Communities Foundation of Texas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Communities Foundation of Texas.
I left Communities Foundation of Texas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Communities Foundation of Texas, (214) 750-4244) or the recordkeeper, Fidelity Investments Institutional. The Communities Foundation of Texas old 401(k) page lists the contacts from every plan filing. Find an old Communities Foundation of Texas 401(k)
Data from the public Form 5500 annual reports Communities Foundation of Texas 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 Communities Foundation of Texas. Not financial advice. Report a correction · Methodology