BHS Management Services 403(b) match, vesting and fees
What BHS Management Services' 403(b) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Caron & Bletzer (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| BHS Management Services: employer contribution per participant | $2,353 | |
| Peer median | $1,895 |
| BHS Management Services: average balance | $118,841 | |
| Peer median | $71,034 |
| BHS Management Services: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.10% |
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 $672M at the end of plan year 2021 to $694M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,982 | $694M | $13.7M | $2,353 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 5,779 | $637M | $12.8M | $2,218 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 5,534 | $566M | $12.2M | $2,203 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 5,836 | $672M | $12.2M | $2,128 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does BHS Management Services match 401(k) contributions?
The match terms for the Bhs Partnership 403b Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $13.7M in employer contributions, about $2,353 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the BHS Management Services 401(k) match vested?
The vesting schedule for the Bhs Partnership 403b Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the BHS Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Bhs Management Services Inc..
I left BHS Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bhs Management Services Inc., (413) 447-2785) or the recordkeeper, Transamerica Retirement Solutions. The BHS Management Services old 401(k) page lists the contacts from every plan filing. Find an old BHS Management Services 401(k)
Data from the public Form 5500 annual reports BHS Management Services 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 BHS Management Services. Not financial advice. Report a correction · Methodology