CTBC Bank Corp. (USA) 401(k) match, vesting and fees
What CTBC Bank Corp. (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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Thong, Yu, Wong & Lee, 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 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| CTBC Bank Corp. (USA): employer contribution per participant | $2,705 | |
| Peer median | $2,935 |
| CTBC Bank Corp. (USA): average balance | $129,710 | |
| Peer median | $92,770 |
| CTBC Bank Corp. (USA): admin expenses ÷ assets | <0.01% | |
| Peer median | 0.15% |
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 $56.4M at the end of plan year 2021 to $74.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 633 | $74.8M | $1.6M | $2,705 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 644 | $62.3M | $1.6M | $2,761 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 629 | $49.8M | $1.4M | $2,479 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 589 | $56.4M | $1.2M | $2,204 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does CTBC Bank Corp. (USA) match 401(k) contributions?
The match terms for the Ctbc Bank Corp. (Usa) 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $2,705 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CTBC Bank Corp. (USA) 401(k) match vested?
The vesting schedule for the Ctbc Bank Corp. (Usa) 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CTBC Bank Corp. (USA) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ctbc Bank Corp. (Usa).
I left CTBC Bank Corp. (USA). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ctbc Bank Corp. (Usa), (310) 791-2828) or the recordkeeper, Fidelity Investments Institutional. The CTBC Bank Corp. (USA) old 401(k) page lists the contacts from every plan filing. Find an old CTBC Bank Corp. (USA) 401(k)
Data from the public Form 5500 annual reports CTBC Bank Corp. (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 CTBC Bank Corp. (USA). Not financial advice. Report a correction · Methodology