Klingberg Comprehensive Program Services 401(k) match, vesting and fees
What Klingberg Comprehensive Program Services' 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 | Usi Consulting Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Klingberg Comprehensive Program Services: employer contribution per participant | $1,198 | |
| Peer median | $1,468 |
| Klingberg Comprehensive Program Services: average balance | $53,307 | |
| Peer median | $37,786 |
| Klingberg Comprehensive Program Services: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.39% |
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 $15.2M at the end of plan year 2021 to $15.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 404 | $15.4M | $346K | $1,198 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 365 | $13.5M | $322K | $1,212 | 0.68% | Not published | Form 5500 ↗ |
| 2022 | 464 | $11.6M | $280K | $1,021 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 327 | $15.2M | $225K | $756 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Klingberg Comprehensive Program Services match 401(k) contributions?
The match terms for the Klingberg Comprehensive Program Services Inc. 401(k) Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $346K in employer contributions, about $1,198 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Klingberg Comprehensive Program Services 401(k) match vested?
The vesting schedule for the Klingberg Comprehensive Program Services Inc. 401(k) Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Klingberg Comprehensive Program Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group, Inc.. The plan administrator is Klingberg Comprehensive Program Services, Inc..
I left Klingberg Comprehensive Program Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Klingberg Comprehensive Program Services, Inc., (860) 224-9113) or the recordkeeper, Usi Consulting Group, Inc.. The Klingberg Comprehensive Program Services old 401(k) page lists the contacts from every plan filing. Find an old Klingberg Comprehensive Program Services 401(k)
Data from the public Form 5500 annual reports Klingberg Comprehensive Program Services 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 Klingberg Comprehensive Program Services. Not financial advice. Report a correction · Methodology