Applewood Centers 401(k) match, vesting and fees
What Applewood Centers' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Bober, Markey, Fedorovich, & Co. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Applewood Centers: employer contribution per participant | $187 | |
| Peer median | $1,803 |
| Applewood Centers: average balance | $25,386 | |
| Peer median | $48,934 |
| Applewood Centers: admin expenses ÷ assets | 0.94% | |
| Peer median | 0.31% |
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 $3.2M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 291 | $4.4M | $33K | $187 | 0.94% | Not published | Form 5500 ↗ |
| 2023 | 314 | $4.2M | $36K | $180 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 264 | $3.7M | $33K | $191 | 0.88% | Not published | Form 5500 ↗ |
| 2021 | 206 | $3.2M | $35K | $174 | 1.07% | Not published | Form 5500 ↗ |
Common questions
Does Applewood Centers match 401(k) contributions?
The match terms for the Applewood Centers, Inc. Tax Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $33K in employer contributions, about $187 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Applewood Centers 401(k) match vested?
The vesting schedule for the Applewood Centers, Inc. Tax Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Applewood Centers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Applewood Centers, Inc..
I left Applewood Centers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Applewood Centers, Inc., (216) 932-2800) or the recordkeeper, Empower Annuity Insurance Company O. The Applewood Centers old 401(k) page lists the contacts from every plan filing. Find an old Applewood Centers 401(k)
Data from the public Form 5500 annual reports Applewood Centers 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 Applewood Centers. Not financial advice. Report a correction · Methodology