Access Medical Acquistion 401(k) match, vesting and fees
What Access Medical Acquistion'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Access Medical Acquistion: employer contribution per participant | $434 | |
| Peer median | $1,468 |
| Access Medical Acquistion: average balance | $10,937 | |
| Peer median | $37,786 |
| Access Medical Acquistion: admin expenses ÷ assets | 1.03% | |
| 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 $1.4M at the end of plan year 2021 to $3.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 590 | $3.5M | $138K | $434 | 1.03% | Not published | Form 5500 ↗ |
| 2023 | 491 | $2.5M | $164K | $1,493 | 1.06% | Not published | Form 5500 ↗ |
| 2022 | 437 | $1.6M | $57K | $644 | 0.94% | Not published | Form 5500 ↗ |
| 2021 | 358 | $1.4M | $49K | $604 | 1.02% | Not published | Form 5500 ↗ |
Common questions
Does Access Medical Acquistion match 401(k) contributions?
The match terms for the Access Medical Acquisition, Inc. have not been published from its filing yet. The plan year 2024 filing reports $138K in employer contributions, about $434 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Access Medical Acquistion 401(k) match vested?
The vesting schedule for the Access Medical Acquisition, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Access Medical Acquistion 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Access Medical Acquistion, Inc..
I left Access Medical Acquistion. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Access Medical Acquistion, Inc., (786) 322-7333) or the recordkeeper, Principal Life Insurance Company. The Access Medical Acquistion old 401(k) page lists the contacts from every plan filing. Find an old Access Medical Acquistion 401(k)
Data from the public Form 5500 annual reports Access Medical Acquistion 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 Access Medical Acquistion. Not financial advice. Report a correction · Methodology