Confie Holding II 401(k) match, vesting and fees
What Confie Holding II'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 | Lucas, Horsfall, Murphy & Pindroh (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Confie Holding II: employer contribution per participant | $656 | |
| Peer median | $2,966 |
| Confie Holding II: average balance | $20,457 | |
| Peer median | $104,792 |
| Confie Holding II: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.10% |
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 $54M at the end of plan year 2023 to $77.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,272 | $77.1M | $2.5M | $656 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 3,424 | $54M | $968K | $360 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Confie Holding II match 401(k) contributions?
The match terms for the Confie Holding II Co. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $656 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Confie Holding II 401(k) match vested?
The vesting schedule for the Confie Holding II Co. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Confie Holding II 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Confie Holding II Co..
I left Confie Holding II. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Confie Holding II Co., (714) 252-2561) or the recordkeeper, Fidelity Investments Institutional. The Confie Holding II old 401(k) page lists the contacts from every plan filing. Find an old Confie Holding II 401(k)
Data from the public Form 5500 annual reports Confie Holding II filed with the U.S. Department of Labor (plan years 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 Confie Holding II. Not financial advice. Report a correction · Methodology