Controlled Environment Systems 401(k) match, vesting and fees
What Controlled Environment Systems' 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 | Jpmorgan Invest Holdings LLC | 2023 Schedule C ↗ |
| Independent auditor | Pkf Jnd, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Controlled Environment Systems: employer contribution per participant | $1,888 | |
| Peer median | $2,411 |
| Controlled Environment Systems: average balance | $65,525 | |
| Peer median | $61,921 |
| Controlled Environment Systems: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.39% |
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 $5.7M at the end of plan year 2021 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 128 | $7.3M | $210K | $1,888 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 202 | $7.3M | $278K | $2,057 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 169 | $5.6M | $89K | $682 | 0.37% | Not published | 5500-SF ↗ |
| 2021 | 100 | $5.7M | $60K | $727 | 0.39% | Not published | 5500-SF ↗ |
Common questions
Does Controlled Environment Systems match 401(k) contributions?
The match terms for the Controlled Environment Systems, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $210K in employer contributions, about $1,888 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Controlled Environment Systems 401(k) match vested?
The vesting schedule for the Controlled Environment Systems, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Controlled Environment Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Controlled Environment Systems, LLC.
I left Controlled Environment Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Controlled Environment Systems, LLC, (508) 339-4237) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Controlled Environment Systems old 401(k) page lists the contacts from every plan filing. Find an old Controlled Environment Systems 401(k)
Data from the public Form 5500 annual reports Controlled Environment Systems 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 Controlled Environment Systems. Not financial advice. Report a correction · Methodology