Azurite Professional Community 401(k) match, vesting and fees
What Azurite Professional Community'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Redw Advisors & Cpas (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Azurite Professional Community: employer contribution per participant | $4,439 | |
| Peer median | $2,521 |
| Azurite Professional Community: average balance | $139,980 | |
| Peer median | $75,833 |
| Azurite Professional Community: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.27% |
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 $23.1M at the end of plan year 2023 to $60.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 441 | $60.2M | $1.9M | $4,439 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 341 | $23.1M | $414K | $1,222 | 0.01% | Not published | Form 5500 ↗ |
Other Azurite Professional Community plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Azurite Professional Community 401(k) and Profit Sharing 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Redw LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Azurite Professional Community match 401(k) contributions?
The match terms for the Azurite Professional Community 401(k) Employee Stock Ownership Plan (Ksop) have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $4,439 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Azurite Professional Community 401(k) match vested?
The vesting schedule for the Azurite Professional Community 401(k) Employee Stock Ownership Plan (Ksop) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Azurite Professional Community 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Azurite Professional Community, Inc..
I left Azurite Professional Community. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Azurite Professional Community, Inc., (505) 299-0942) or the recordkeeper, Principal Life Insurance Company. The Azurite Professional Community old 401(k) page lists the contacts from every plan filing. Find an old Azurite Professional Community 401(k)
Data from the public Form 5500 annual reports Azurite Professional Community 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 Azurite Professional Community. Not financial advice. Report a correction · Methodology