Advanced Ear Nose & Throat Specialists, S.C. 401(k) match, vesting and fees
What Advanced Ear Nose & Throat Specialists, S.C.'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 | American Trust | Schedule C ↗ |
| Independent auditor | Sva Certified Public Accountants (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.
| Advanced Ear Nose & Throat Specialists, S.C.: employer contribution per participant | $1,687 | |
| Peer median | $1,468 |
| Advanced Ear Nose & Throat Specialists, S.C.: average balance | $31,070 | |
| Peer median | $37,786 |
| Advanced Ear Nose & Throat Specialists, S.C.: admin expenses ÷ assets | 0.45% | |
| 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 $7.4M at the end of plan year 2021 to $14.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 458 | $14.2M | $773K | $1,687 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 345 | $10.8M | $785K | $2,276 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 280 | $7.4M | $411K | $1,466 | 0.48% | Not published | Form 5500 ↗ |
| 2021 | 221 | $7.4M | $422K | $2,399 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Advanced Ear Nose & Throat Specialists, S.C. match 401(k) contributions?
The match terms for the Advanced Ear Nose & Throat Specialists, S.C. Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $773K in employer contributions, about $1,687 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Advanced Ear Nose & Throat Specialists, S.C. 401(k) match vested?
The vesting schedule for the Advanced Ear Nose & Throat Specialists, S.C. Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Advanced Ear Nose & Throat Specialists, S.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Trust. The plan administrator is Advanced Ear Nose & Throat Specialists, S.C..
I left Advanced Ear Nose & Throat Specialists, S.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Advanced Ear Nose & Throat Specialists, S.C., (414) 771-6780) or the recordkeeper, American Trust. The Advanced Ear Nose & Throat Specialists, S.C. old 401(k) page lists the contacts from every plan filing. Find an old Advanced Ear Nose & Throat Specialists, S.C. 401(k)
Data from the public Form 5500 annual reports Advanced Ear Nose & Throat Specialists, S.C. 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 Advanced Ear Nose & Throat Specialists, S.C.. Not financial advice. Report a correction · Methodology