Active Retirement Community 403(b) match, vesting and fees
What Active Retirement Community's 403(b) 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 | Aspire Advisors | Schedule C ↗ |
| Independent auditor | Tmi Cpa PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Active Retirement Community: employer contribution per participant | $1,985 | |
| Peer median | $1,468 |
| Active Retirement Community: average balance | $38,453 | |
| Peer median | $37,786 |
| Active Retirement Community: admin expenses ÷ assets | 0.30% | |
| 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 $9.8M at the end of plan year 2021 to $11.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 437 | $11.6M | $598K | $1,985 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 394 | $10.7M | $542K | $2,059 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 360 | $8.9M | $528K | $2,104 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 318 | $9.8M | $499K | $2,069 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Active Retirement Community match 401(k) contributions?
The match terms for the Active Retirement Community D/B/A Jefferson'S Ferry 403(b) Tax Deferred Investment Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $598K in employer contributions, about $1,985 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Active Retirement Community 401(k) match vested?
The vesting schedule for the Active Retirement Community D/B/A Jefferson'S Ferry 403(b) Tax Deferred Investment Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Active Retirement Community 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Aspire Advisors. The plan administrator is Active Retirement Community Inc..
I left Active Retirement Community. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Active Retirement Community Inc., (631) 650-2600) or the recordkeeper, Aspire Advisors. The Active Retirement Community old 401(k) page lists the contacts from every plan filing. Find an old Active Retirement Community 401(k)
Data from the public Form 5500 annual reports Active Retirement Community 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 Active Retirement Community. Not financial advice. Report a correction · Methodology