Connecticare Capital 401(k) match, vesting and fees
What Connecticare Capital'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 157 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Connecticare Capital: employer contribution per participant | $221 | |
| Peer median | $1,900 |
| Connecticare Capital: average balance | $111,219 | |
| Peer median | $90,270 |
| Connecticare Capital: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.26% |
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 $157M at the end of plan year 2021 to $27.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 274 | $27.7M | $55K | $221 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 974 | $147M | $2.4M | $2,585 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,042 | $142M | $3M | $2,953 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,130 | $131M | $2.9M | $2,674 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,104 | $157M | $3.3M | $3,062 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Connecticare Capital match 401(k) contributions?
The match terms for the The Connecticare Savings and Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $55K in employer contributions, about $221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Connecticare Capital 401(k) match vested?
The vesting schedule for the The Connecticare Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Connecticare Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Connecticare Capital, LLC.
I left Connecticare Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Connecticare Capital, LLC, (860) 674-5700) or the recordkeeper, The Vanguard Group, Inc.. The Connecticare Capital old 401(k) page lists the contacts from every plan filing. Find an old Connecticare Capital 401(k)
Data from the public Form 5500 annual reports Connecticare Capital 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 Connecticare Capital. Not financial advice. Report a correction · Methodology