Ashfield Healthcare Comm 401(k) match, vesting and fees
What Ashfield Healthcare Comm'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 | Global Retirement Partners | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Ashfield Healthcare Comm: employer contribution per participant | $4,312 | |
| Peer median | $2,556 |
| Ashfield Healthcare Comm: average balance | $115,164 | |
| Peer median | $100,166 |
| Ashfield Healthcare Comm: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.11% |
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 $89.3M at the end of plan year 2021 to $134M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,193 | $134M | $5M | $4,312 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 1,200 | $107M | $5.3M | $4,486 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 1,135 | $81M | $4.1M | $3,643 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 858 | $89.3M | $3.5M | $4,091 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Ashfield Healthcare Comm match 401(k) contributions?
The match terms for the Inizio Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5M in employer contributions, about $4,312 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ashfield Healthcare Comm 401(k) match vested?
The vesting schedule for the Inizio Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ashfield Healthcare Comm 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Global Retirement Partners. The plan administrator is Ashfield Healthcare Comm..
I left Ashfield Healthcare Comm. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ashfield Healthcare Comm., (267) 864-6769) or the recordkeeper, Global Retirement Partners. The Ashfield Healthcare Comm old 401(k) page lists the contacts from every plan filing. Find an old Ashfield Healthcare Comm 401(k)
Data from the public Form 5500 annual reports Ashfield Healthcare Comm 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 Ashfield Healthcare Comm. Not financial advice. Report a correction · Methodology