Beech Acres 401(k) match, vesting and fees
What Beech Acres' 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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Beech Acres: employer contribution per participant | $1,112 | |
| Peer median | $1,468 |
| Beech Acres: average balance | $26,701 | |
| Peer median | $37,786 |
| Beech Acres: admin expenses ÷ assets | 1.01% | |
| 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 $4.3M at the end of plan year 2021 to $5.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 224 | $5.9M | $247K | $1,112 | 1.01% | Not published | Form 5500 ↗ |
| 2023 | 204 | $5.1M | $204K | $1,022 | 1.09% | Not published | Form 5500 ↗ |
| 2022 | 206 | $4.6M | $217K | $1,102 | 1.04% | Not published | Form 5500 ↗ |
| 2021 | 193 | $4.3M | $224K | $1,190 | 1.12% | Not published | Form 5500 ↗ |
Other Beech Acres plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beech Acres Pension 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Beech Acres match 401(k) contributions?
The match terms for the Beech Acres 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $247K in employer contributions, about $1,112 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beech Acres 401(k) match vested?
The vesting schedule for the Beech Acres 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beech Acres 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Beech Acres.
I left Beech Acres. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beech Acres, (513) 231-6630) or the recordkeeper, John Hancock Life Insurance Company. The Beech Acres old 401(k) page lists the contacts from every plan filing. Find an old Beech Acres 401(k)
Data from the public Form 5500 annual reports Beech Acres filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Beech Acres. Not financial advice. Report a correction · Methodology