Arcadia Retirement Residence 403(b) match, vesting and fees
What Arcadia Retirement Residence's 403(b) 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 | Cw Associates, Cpas (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Arcadia Retirement Residence: employer contribution per participant | $3,300 | |
| Peer median | $1,337 |
| Arcadia Retirement Residence: average balance | $68,213 | |
| Peer median | $35,764 |
| Arcadia Retirement Residence: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.32% |
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 $45.4M at the end of plan year 2023 to $52.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 800 | $52.4M | $2.5M | $3,300 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 787 | $45.4M | $2.2M | $2,871 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Arcadia Retirement Residence match 401(k) contributions?
The match terms for the Arcadia Retirement Residence 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $3,300 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arcadia Retirement Residence 401(k) match vested?
The vesting schedule for the Arcadia Retirement Residence 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arcadia Retirement Residence 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Arcadia Retirement Residence.
I left Arcadia Retirement Residence. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arcadia Retirement Residence, (808) 941-0941) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Arcadia Retirement Residence old 401(k) page lists the contacts from every plan filing. Find an old Arcadia Retirement Residence 401(k)
Data from the public Form 5500 annual reports Arcadia Retirement Residence 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 Arcadia Retirement Residence. Not financial advice. Report a correction · Methodology