Blended Health Services 401(k) match, vesting and fees
What Blended Health Services' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Lbmc, PC (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.
| Blended Health Services: employer contribution per participant | $1,402 | |
| Peer median | $1,468 |
| Blended Health Services: average balance | $16,316 | |
| Peer median | $37,786 |
| Blended Health Services: admin expenses ÷ assets | 1.37% | |
| 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 were $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 366 | $4.9M | $425K | $1,402 | 1.37% | Not published | Form 5500 ↗ |
Common questions
Does Blended Health Services match 401(k) contributions?
The match terms for the Blended Health Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $425K in employer contributions, about $1,402 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Blended Health Services 401(k) match vested?
The vesting schedule for the Blended Health Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Blended Health Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Blended Health Services, LLC.
I left Blended Health Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Blended Health Services, LLC, (877) 747-4294) or the recordkeeper, Principal Life Insurance Company. The Blended Health Services old 401(k) page lists the contacts from every plan filing. Find an old Blended Health Services 401(k)
Data from the public Form 5500 annual reports Blended Health Services filed with the U.S. Department of Labor (plan years 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 Blended Health Services. Not financial advice. Report a correction · Methodology