Consolidated Citrus Limited Partnership 401(k) match, vesting and fees
What Consolidated Citrus Limited Partnership'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 | Withumsmith Brown PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $15M at the end of plan year 2021 to $9.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 99 | $9.5M | $187K | $2,008 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 115 | $9.5M | $224K | $2,075 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 145 | $11.7M | $285K | $2,130 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 183 | $11.7M | $490K | $3,353 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 216 | $15M | $305K | $1,933 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Consolidated Citrus Limited Partnership match 401(k) contributions?
The match terms for the Consolidated Citrus 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $187K in employer contributions, about $2,008 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Consolidated Citrus Limited Partnership 401(k) match vested?
The vesting schedule for the Consolidated Citrus 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Consolidated Citrus Limited Partnership 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Consolidated Citrus Limited Partnership.
I left Consolidated Citrus Limited Partnership. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Consolidated Citrus Limited Partnership, (832) 681-5700) or the recordkeeper, Fidelity Investments Institutional. The Consolidated Citrus Limited Partnership old 401(k) page lists the contacts from every plan filing. Find an old Consolidated Citrus Limited Partnership 401(k)
Data from the public Form 5500 annual reports Consolidated Citrus Limited Partnership 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 Consolidated Citrus Limited Partnership. Not financial advice. Report a correction · Methodology