Easter Seals Ucp North Carolina & Virginia 403(b) match, vesting and fees
What Easter Seals Ucp North Carolina & Virginia's 403(b) 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 | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Elliott Group Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Easter Seals Ucp North Carolina & Virginia: employer contribution per participant | — | |
| Peer median | $1,431 |
| Easter Seals Ucp North Carolina & Virginia: average balance | $6,047 | |
| Peer median | $42,646 |
| Easter Seals Ucp North Carolina & Virginia: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.23% |
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 $13.9M at the end of plan year 2021 to $15.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,134 | $15.9M | — | — | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 2,740 | $13.1M | — | — | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 2,556 | $11.5M | — | — | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 2,575 | $13.9M | — | — | 0.36% | Not published | Form 5500 ↗ |
Other Easter Seals Ucp North Carolina & Virginia plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Easter Seals, Inc.
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Topel Forman, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Easter Seals Ucp North Carolina & Virginia match 401(k) contributions?
The match terms for the Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan have not been published from its filing yet.
When is the Easter Seals Ucp North Carolina & Virginia 401(k) match vested?
The vesting schedule for the Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Easter Seals Ucp North Carolina & Virginia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Easter Seals Ucp North Carolina & Virginia, Inc..
I left Easter Seals Ucp North Carolina & Virginia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Easter Seals Ucp North Carolina & Virginia, Inc., (919) 783-8898) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Easter Seals Ucp North Carolina & Virginia old 401(k) page lists the contacts from every plan filing. Find an old Easter Seals Ucp North Carolina & Virginia 401(k)
Data from the public Form 5500 annual reports Easter Seals Ucp North Carolina & Virginia 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 Easter Seals Ucp North Carolina & Virginia. Not financial advice. Report a correction · Methodology