Conterra Ultra Broadband 401(k) match, vesting and fees
What Conterra Ultra Broadband'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 | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Greerwalker LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 612 defined-contribution plans in information with 100 to 499 participants.
| Conterra Ultra Broadband: employer contribution per participant | $3,002 | |
| Peer median | $2,211 |
| Conterra Ultra Broadband: average balance | $78,670 | |
| Peer median | $71,359 |
| Conterra Ultra Broadband: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.25% |
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 $17M at the end of plan year 2021 to $27.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 424 | $27.5M | $1.1M | $3,002 | 0.33% | Not published | Form 5500 ↗ |
| 2024 | 420 | $23.1M | $1M | $2,851 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 440 | $20.3M | $1M | $2,899 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 423 | $16.3M | $874K | $2,758 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 354 | $17M | $840K | $2,957 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Conterra Ultra Broadband match 401(k) contributions?
The match terms for the Conterra Ultra Broadband, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $3,002 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Conterra Ultra Broadband 401(k) match vested?
The vesting schedule for the Conterra Ultra Broadband, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Conterra Ultra Broadband 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Conterra Ultra Broadband, LLC.
I left Conterra Ultra Broadband. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Conterra Ultra Broadband, LLC, (704) 936-1805) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Conterra Ultra Broadband old 401(k) page lists the contacts from every plan filing. Find an old Conterra Ultra Broadband 401(k)
Data from the public Form 5500 annual reports Conterra Ultra Broadband 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 Conterra Ultra Broadband. Not financial advice. Report a correction · Methodology