Community Resources for Independence 401(k) match, vesting and fees
What Community Resources for Independence'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 | Conrad Siegel | Schedule C ↗ |
| Independent auditor | Mcgill Power Bell & Associates, LLP (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.
| Community Resources for Independence: employer contribution per participant | $1,144 | |
| Peer median | $1,468 |
| Community Resources for Independence: average balance | $31,396 | |
| Peer median | $37,786 |
| Community Resources for Independence: admin expenses ÷ assets | 0.07% | |
| 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 $11.2M at the end of plan year 2021 to $12.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 461 | $12.5M | $454K | $1,144 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 393 | $12.3M | $572K | $1,458 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 406 | $11.3M | $838K | $2,064 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 420 | $11.2M | $775K | $1,845 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Community Resources for Independence match 401(k) contributions?
The match terms for the Community Resources for Independence, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $454K in employer contributions, about $1,144 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Resources for Independence 401(k) match vested?
The vesting schedule for the Community Resources for Independence, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Resources for Independence 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Conrad Siegel. The plan administrator is Community Resources for Independence, Inc..
I left Community Resources for Independence. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Resources for Independence, Inc., (814) 838-7222) or the recordkeeper, Conrad Siegel. The Community Resources for Independence old 401(k) page lists the contacts from every plan filing. Find an old Community Resources for Independence 401(k)
Data from the public Form 5500 annual reports Community Resources for Independence 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 Resources for Independence. Not financial advice. Report a correction · Methodology