Betterhealth, a Planned Parenthood Partnership 401(k) match, vesting and fees
What Betterhealth, a Planned Parenthood Partnership'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Tait, Weller & Baker 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 1,508 defined-contribution plans in information with 100 to 499 participants.
| Betterhealth, a Planned Parenthood Partnership: employer contribution per participant | $2,374 | |
| Peer median | $2,188 |
| Betterhealth, a Planned Parenthood Partnership: average balance | $27,522 | |
| Peer median | $63,883 |
| Betterhealth, a Planned Parenthood Partnership: admin expenses ÷ assets | 0.84% | |
| 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 $2.9M at the end of plan year 2023 to $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 139 | $3.8M | $330K | $2,374 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 135 | $2.9M | $147K | $1,260 | 0.14% | Not published | 5500-SF ↗ |
Other Betterhealth, a Planned Parenthood Partnership plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Betterhealth 401(k) 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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Betterhealth, a Planned Parenthood Partnership match 401(k) contributions?
The match terms for the Betterhealth, a Planned Parenthood Partnership have not been published from its filing yet. The plan year 2024 filing reports $330K in employer contributions, about $2,374 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Betterhealth, a Planned Parenthood Partnership 401(k) match vested?
The vesting schedule for the Betterhealth, a Planned Parenthood Partnership is not in the data published so far. Your Summary Plan Description states it.
Who manages the Betterhealth, a Planned Parenthood Partnership 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Betterhealth, a Planned Parenthood Partnership.
I left Betterhealth, a Planned Parenthood Partnership. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Betterhealth, a Planned Parenthood Partnership, (267) 202-7510) or the recordkeeper, Empower Annuity Insurance Company. The Betterhealth, a Planned Parenthood Partnership old 401(k) page lists the contacts from every plan filing. Find an old Betterhealth, a Planned Parenthood Partnership 401(k)
Data from the public Form 5500 annual reports Betterhealth, a Planned Parenthood Partnership 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 Betterhealth, a Planned Parenthood Partnership. Not financial advice. Report a correction · Methodology