Community Based Services 401(k) match, vesting and fees
What Community Based Services' 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 Inst Op Co LLC | Schedule C ↗ |
| Independent auditor | Lehman Flynn Vollaro Ny Cpa'S PLLC (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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Community Based Services: employer contribution per participant | $1,845 | |
| Peer median | $1,803 |
| Community Based Services: average balance | $43,076 | |
| Peer median | $48,934 |
| Community Based Services: admin expenses ÷ assets | 0.09% | |
| 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 $11.7M at the end of plan year 2021 to $11.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 546 | $11.7M | $500K | $1,845 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 463 | $10.7M | $508K | $1,939 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 482 | $9.3M | $531K | $2,157 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 425 | $11.7M | $280K | $1,148 | 0.10% | Not published | Form 5500 ↗ |
Other Community Based Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Community Based Services, Inc, Defined Benefit 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.
| Independent auditor | Lehman Flynn Vollaro Cpa'S PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Community Based Services match 401(k) contributions?
The match terms for the Community Based Services, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $500K in employer contributions, about $1,845 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Based Services 401(k) match vested?
The vesting schedule for the Community Based Services, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Based Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Op Co LLC. The plan administrator is Community Based Services, Inc..
I left Community Based Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Based Services, Inc., (914) 277-4771) or the recordkeeper, Fidelity Investments Inst Op Co LLC. The Community Based Services old 401(k) page lists the contacts from every plan filing. Find an old Community Based Services 401(k)
Data from the public Form 5500 annual reports Community Based Services 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 Community Based Services. Not financial advice. Report a correction · Methodology