Beech Brook 401(k) match, vesting and fees
What Beech Brook'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Rsm US 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Beech Brook: employer contribution per participant | $399 | |
| Peer median | $1,468 |
| Beech Brook: average balance | $47,506 | |
| Peer median | $37,786 |
| Beech Brook: admin expenses ÷ assets | 0.34% | |
| 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 $13.5M at the end of plan year 2021 to $12.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 276 | $12.9M | $108K | $399 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 266 | $11.8M | $94K | $359 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 275 | $10.7M | $100K | $369 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 265 | $13.5M | $92K | $356 | 0.32% | Not published | Form 5500 ↗ |
Other Beech Brook plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beechbrook
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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Beech Brook match 401(k) contributions?
The match terms for the Beech Brook Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $108K in employer contributions, about $399 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beech Brook 401(k) match vested?
The vesting schedule for the Beech Brook Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beech Brook 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Beech Brook.
I left Beech Brook. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beech Brook, (216) 831-2255) or the recordkeeper, Schwab Retirement Plan Services,inc. The Beech Brook old 401(k) page lists the contacts from every plan filing. Find an old Beech Brook 401(k)
Data from the public Form 5500 annual reports Beech Brook 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 Beech Brook. Not financial advice. Report a correction · Methodology