Midwestern Connecticut Council on Alcoholism 401(k) match, vesting and fees
What Midwestern Connecticut Council on Alcoholism'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 | Nanavaty Davenport Studley Whitellp (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.
| Midwestern Connecticut Council on Alcoholism: employer contribution per participant | $2,754 | |
| Peer median | $1,468 |
| Midwestern Connecticut Council on Alcoholism: average balance | $68,612 | |
| Peer median | $37,786 |
| Midwestern Connecticut Council on Alcoholism: admin expenses ÷ assets | 0.12% | |
| 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 $9.1M at the end of plan year 2021 to $13.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 198 | $13.6M | $545K | $2,754 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 212 | $12.3M | $773K | $3,715 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 178 | $10.6M | $783K | $4,401 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 161 | $9.1M | $680K | $4,248 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Midwestern Connecticut Council on Alcoholism match 401(k) contributions?
The match terms for the Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $545K in employer contributions, about $2,754 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Midwestern Connecticut Council on Alcoholism 401(k) match vested?
The vesting schedule for the Midwestern Connecticut Council on Alcoholism Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Midwestern Connecticut Council on Alcoholism 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Midwestern Connecticut Council on Alcoholism.
I left Midwestern Connecticut Council on Alcoholism. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Midwestern Connecticut Council on Alcoholism, (203) 792-4515) or the recordkeeper, Fidelity Investments Institutional. The Midwestern Connecticut Council on Alcoholism old 401(k) page lists the contacts from every plan filing. Find an old Midwestern Connecticut Council on Alcoholism 401(k)
Data from the public Form 5500 annual reports Midwestern Connecticut Council on Alcoholism 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 Midwestern Connecticut Council on Alcoholism. Not financial advice. Report a correction · Methodology