Cook & Boardman Group 401(k) match, vesting and fees
What Cook & Boardman Group'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 Workplace Services, LLC | Schedule C ↗ |
| Independent auditor | Butler and Burke LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 349 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Cook & Boardman Group: employer contribution per participant | $2,403 | |
| Peer median | $2,072 |
| Cook & Boardman Group: average balance | $57,993 | |
| Peer median | $78,395 |
| Cook & Boardman Group: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.14% |
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 $90.9M at the end of plan year 2023 to $120M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,179 | $120M | $5M | $2,403 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 2,341 | $90.9M | $4M | $2,391 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Cook & Boardman Group match 401(k) contributions?
The match terms for the The Cook & Boardman Group, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5M in employer contributions, about $2,403 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cook & Boardman Group 401(k) match vested?
The vesting schedule for the The Cook & Boardman Group, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cook & Boardman Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Workplace Services, LLC. The plan administrator is Cook & Boardman Group, LLC.
I left Cook & Boardman Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cook & Boardman Group, LLC, (336) 768-8872) or the recordkeeper, Fidelity Workplace Services, LLC. The Cook & Boardman Group old 401(k) page lists the contacts from every plan filing. Find an old Cook & Boardman Group 401(k)
Data from the public Form 5500 annual reports Cook & Boardman Group filed with the U.S. Department of Labor (plan years 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 Cook & Boardman Group. Not financial advice. Report a correction · Methodology