Control Associates 401(k) match, vesting and fees
What Control Associates' 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 | Transamerica Life Insurance Co | Schedule C ↗ |
| Independent auditor | Michael Hall LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Control Associates: employer contribution per participant | $2,538 | |
| Peer median | $1,988 |
| Control Associates: average balance | $132,074 | |
| Peer median | $75,431 |
| Control Associates: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.31% |
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 $20.4M at the end of plan year 2021 to $25.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 203 | $25.5M | $490K | $2,538 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 181 | $21.7M | $673K | $3,891 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 141 | $17.7M | $220K | $1,627 | <0.01% | Not published | 5500-SF ↗ |
| 2021 | 117 | $20.4M | $251K | $2,201 | <0.01% | Not published | 5500-SF ↗ |
Other Control Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Control Associates, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Michael Hall, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Control Associates match 401(k) contributions?
The match terms for the Control Associates, Inc. Profit Sharing and 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $490K in employer contributions, about $2,538 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Control Associates 401(k) match vested?
The vesting schedule for the Control Associates, Inc. Profit Sharing and 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Control Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Life Insurance Co. The plan administrator is Control Associates, Inc..
I left Control Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Control Associates, Inc., (201) 574-1293) or the recordkeeper, Transamerica Life Insurance Co. The Control Associates old 401(k) page lists the contacts from every plan filing. Find an old Control Associates 401(k)
Data from the public Form 5500 annual reports Control Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Control Associates. Not financial advice. Report a correction · Methodology