Credit Suisse Securities USA 401(k) match, vesting and fees
What Credit Suisse Securities USA'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 | Alight Solutions | Schedule C ↗ |
| Independent auditor | Ernst & Young 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 105 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Credit Suisse Securities USA: employer contribution per participant | $2,204 | |
| Peer median | $3,632 |
| Credit Suisse Securities USA: average balance | $496,530 | |
| Peer median | $158,114 |
| Credit Suisse Securities USA: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.05% |
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 $6.3B at the end of plan year 2021 to $5.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 10,947 | $5.4B | $24.1M | $2,204 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 15,795 | $5.2B | $44.5M | $2,815 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 17,377 | $4.9B | $53.6M | $3,086 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 17,477 | $6.3B | $55.5M | $3,191 | 0.02% | Not published | Form 5500 ↗ |
Other Credit Suisse Securities USA plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employees Pension Plan of Credit Suisse
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 | Ernst & Young LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Credit Suisse Securities USA match 401(k) contributions?
The match terms for the Employees Savings and Retirement Plan of Credit Suisse have not been published from its filing yet. The plan year 2024 filing reports $24.1M in employer contributions, about $2,204 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Credit Suisse Securities USA 401(k) match vested?
The vesting schedule for the Employees Savings and Retirement Plan of Credit Suisse is not in the data published so far. Your Summary Plan Description states it.
Who manages the Credit Suisse Securities USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alight Solutions. The plan administrator is Employee Benefits Committee of UBS Ag.
I left Credit Suisse Securities USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Employee Benefits Committee of UBS Ag, (212) 325-2000) or the recordkeeper, Alight Solutions. The Credit Suisse Securities USA old 401(k) page lists the contacts from every plan filing. Find an old Credit Suisse Securities USA 401(k)
Data from the public Form 5500 annual reports Credit Suisse Securities USA 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 Credit Suisse Securities USA. Not financial advice. Report a correction · Methodology