Integra Capital Group 401(k) match, vesting and fees
What Integra Capital 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 | Capital Group Retirement Plan Srvs | Schedule C ↗ |
| Independent auditor | Ling & Bouman, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Integra Capital Group: employer contribution per participant | $840 | |
| Peer median | $2,868 |
| Integra Capital Group: average balance | $42,393 | |
| Peer median | $95,281 |
| Integra Capital Group: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.22% |
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 $4.3M at the end of plan year 2021 to $7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 176 | $7M | $138K | $840 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 165 | $5.8M | $197K | $1,346 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 186 | $4.1M | $238K | $1,500 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 151 | $4.3M | $220K | $1,573 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Integra Capital Group match 401(k) contributions?
The match terms for the Century Business Solutions 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $138K in employer contributions, about $840 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Integra Capital Group 401(k) match vested?
The vesting schedule for the Century Business Solutions 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Integra Capital Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Srvs. The plan administrator is Integra Capital Group, Inc..
I left Integra Capital Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Integra Capital Group, Inc., (888) 500-7798) or the recordkeeper, Capital Group Retirement Plan Srvs. The Integra Capital Group old 401(k) page lists the contacts from every plan filing. Find an old Integra Capital Group 401(k)
Data from the public Form 5500 annual reports Integra Capital Group 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 Integra Capital Group. Not financial advice. Report a correction · Methodology