Advent Home Medical 401(k) match, vesting and fees
What Advent Home Medical'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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Porte Brown (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Advent Home Medical: employer contribution per participant | $1,541 | |
| Peer median | $1,680 |
| Advent Home Medical: average balance | $20,665 | |
| Peer median | $52,722 |
| Advent Home Medical: admin expenses ÷ assets | 0.99% | |
| 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 $2.4M at the end of plan year 2022 to $6.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 320 | $6.1M | $453K | $1,541 | 0.99% | Not published | Form 5500 ↗ |
| 2023 | 290 | $3.2M | $397K | $1,823 | 0.93% | Not published | Form 5500 ↗ |
| 2022 | 206 | $2.4M | $176K | $1,102 | 157.25% | Not published | 5500-SF ↗ |
Common questions
Does Advent Home Medical match 401(k) contributions?
The match terms for the Advent Home Medical 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $453K in employer contributions, about $1,541 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Advent Home Medical 401(k) match vested?
The vesting schedule for the Advent Home Medical 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Advent Home Medical 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is Advent Home Medical.
I left Advent Home Medical. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Advent Home Medical, (586) 612-9206) or the recordkeeper, Paychex, Inc.. The Advent Home Medical old 401(k) page lists the contacts from every plan filing. Find an old Advent Home Medical 401(k)
Data from the public Form 5500 annual reports Advent Home Medical filed with the U.S. Department of Labor (plan years 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 Advent Home Medical. Not financial advice. Report a correction · Methodology