Community Senior Services 401(k) match, vesting and fees
What Community Senior 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 | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Watkins, Ward and Stafford, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 65,395 defined-contribution plans in other services with fewer than 100 participants.
| Community Senior Services: employer contribution per participant | $2,218 | |
| Peer median | $1,310 |
| Community Senior Services: average balance | $41,835 | |
| Peer median | $14,317 |
| Community Senior Services: admin expenses ÷ assets | 0.86% | |
| Peer median | 0.52% |
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 $6.7M at the end of plan year 2021 to $4.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 100 | $4.1M | $220K | $2,218 | 0.86% | Not published | Form 5500 ↗ |
| 2024 | 120 | $3.6M | $284K | $2,450 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 113 | $3.1M | $264K | $2,360 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 177 | $5M | $122K | $701 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 228 | $6.7M | $262K | $1,341 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Community Senior Services match 401(k) contributions?
The match terms for the The Aging True Senior Services Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $220K in employer contributions, about $2,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Senior Services 401(k) match vested?
The vesting schedule for the The Aging True Senior Services Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Senior Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Ins Co of America. The plan administrator is Community Senior Services, Inc..
I left Community Senior Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Senior Services, Inc., (904) 807-1300) or the recordkeeper, Empower Annuity Ins Co of America. The Community Senior Services old 401(k) page lists the contacts from every plan filing. Find an old Community Senior Services 401(k)
Data from the public Form 5500 annual reports Community Senior Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Senior Services. Not financial advice. Report a correction · Methodology