Asante 403(b) match, vesting and fees
What Asante'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Aldrich Cpas & Advisors LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Asante: employer contribution per participant | $3,711 | |
| Peer median | $1,897 |
| Asante: average balance | $106,401 | |
| Peer median | $70,943 |
| Asante: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.10% |
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 $684M at the end of plan year 2023 to $759M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,757 | $759M | $26.5M | $3,711 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 8,230 | $684M | $24.2M | $3,206 | 0.12% | Not published | Form 5500 ↗ |
Other Asante plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ashland Community Hospital Retirement Plan
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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Aldrich Cpas & Advisors LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Asante match 401(k) contributions?
The match terms for the Asante 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $26.5M in employer contributions, about $3,711 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Asante 401(k) match vested?
The vesting schedule for the Asante 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Asante 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Asante.
I left Asante. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Asante, (541) 789-4419) or the recordkeeper, Fid Inv Inst Ops Co. The Asante old 401(k) page lists the contacts from every plan filing. Find an old Asante 401(k)
Data from the public Form 5500 annual reports Asante 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 Asante. Not financial advice. Report a correction · Methodology