Addison County Home Health & Hospice 401(k) match, vesting and fees
What Addison County Home Health & Hospice'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 | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $6.6M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 109 | $7.1M | $132K | $1,518 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 122 | $6M | $141K | $1,396 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 116 | $5.3M | $134K | $1,427 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 125 | $6.6M | $143K | $1,401 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Addison County Home Health & Hospice match 401(k) contributions?
The match terms for the Addison County Home Health & Hospice Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $132K in employer contributions, about $1,518 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Addison County Home Health & Hospice 401(k) match vested?
The vesting schedule for the Addison County Home Health & Hospice Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Addison County Home Health & Hospice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Addison County Home Health & Hospice, Inc..
I left Addison County Home Health & Hospice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Addison County Home Health & Hospice, Inc., (802) 388-7259) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Addison County Home Health & Hospice old 401(k) page lists the contacts from every plan filing. Find an old Addison County Home Health & Hospice 401(k)
Data from the public Form 5500 annual reports Addison County Home Health & Hospice 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 Addison County Home Health & Hospice. Not financial advice. Report a correction · Methodology