Madison Capital Group Holdings 401(k) match, vesting and fees
What Madison Capital Group Holdings' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Elliott Davis, PLLC (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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Madison Capital Group Holdings: employer contribution per participant | $2,238 | |
| Peer median | $1,680 |
| Madison Capital Group Holdings: average balance | $28,190 | |
| Peer median | $52,722 |
| Madison Capital Group Holdings: admin expenses ÷ assets | 0.67% | |
| 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 $1.5M at the end of plan year 2022 to $6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 484 | $6M | $475K | $2,238 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 334 | $3.4M | $407K | $2,437 | 1.02% | Not published | Form 5500 ↗ |
| 2022 | 271 | $1.5M | $183K | $1,694 | 0.88% | Not published | Form 5500 ↗ |
Common questions
Does Madison Capital Group Holdings match 401(k) contributions?
The match terms for the Madison Capital Group Holdings, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $475K in employer contributions, about $2,238 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Madison Capital Group Holdings 401(k) match vested?
The vesting schedule for the Madison Capital Group Holdings, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Madison Capital Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Madison Capital Group Holdings, LLC.
I left Madison Capital Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Madison Capital Group Holdings, LLC, (704) 275-0433) or the recordkeeper, Principal Life Insurance Company. The Madison Capital Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Madison Capital Group Holdings 401(k)
Data from the public Form 5500 annual reports Madison Capital Group Holdings filed with the U.S. Department of Labor (plan years 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 Madison Capital Group Holdings. Not financial advice. Report a correction · Methodology