Bend Health 401(k) match, vesting and fees
What Bend Health'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 | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Withumsmith+bown, P.C. (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.
| Bend Health: employer contribution per participant | $2,105 | |
| Peer median | $1,468 |
| Bend Health: average balance | $15,510 | |
| Peer median | $37,786 |
| Bend Health: admin expenses ÷ assets | 0.62% | |
| 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 $1.5M at the end of plan year 2023 to $2.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 225 | $2.5M | $335K | $2,105 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 143 | $1.5M | $261K | $2,610 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does Bend Health match 401(k) contributions?
The match terms for the Bend Health, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $335K in employer contributions, about $2,105 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bend Health 401(k) match vested?
The vesting schedule for the Bend Health, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bend Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Bend Health, Inc..
I left Bend Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bend Health, Inc., (800) 516-0975) or the recordkeeper, Human Interest Advisor LLC. The Bend Health old 401(k) page lists the contacts from every plan filing. Find an old Bend Health 401(k)
Data from the public Form 5500 annual reports Bend Health 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 Bend Health. Not financial advice. Report a correction · Methodology