Arbor Acres United Methodist 401(k) match, vesting and fees
What Arbor Acres United Methodist'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Bernard Robinson & Company (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.
| Arbor Acres United Methodist: employer contribution per participant | $2,232 | |
| Peer median | $1,468 |
| Arbor Acres United Methodist: average balance | $47,879 | |
| Peer median | $37,786 |
| Arbor Acres United Methodist: admin expenses ÷ assets | 0.36% | |
| 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 $15.2M at the end of plan year 2023 to $13.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 289 | $13.5M | $632K | $2,232 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 274 | $15.2M | $543K | $1,996 | 0.68% | Not published | Form 5500 ↗ |
Common questions
Does Arbor Acres United Methodist match 401(k) contributions?
The match terms for the Arbor Acres 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $632K in employer contributions, about $2,232 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arbor Acres United Methodist 401(k) match vested?
The vesting schedule for the Arbor Acres 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arbor Acres United Methodist 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Arbor Acres United Methodist.
I left Arbor Acres United Methodist. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arbor Acres United Methodist, (336) 724-7921) or the recordkeeper, Voya Retirement Insurance & Annuity. The Arbor Acres United Methodist old 401(k) page lists the contacts from every plan filing. Find an old Arbor Acres United Methodist 401(k)
Data from the public Form 5500 annual reports Arbor Acres United Methodist filed with the U.S. Department of Labor (plan years 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 Arbor Acres United Methodist. Not financial advice. Report a correction · Methodology