Boothby Therapy Services 401(k) match, vesting and fees
What Boothby Therapy 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 | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Cj Cpas PLLC (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.
| Boothby Therapy Services: employer contribution per participant | $1,925 | |
| Peer median | $1,468 |
| Boothby Therapy Services: average balance | $47,743 | |
| Peer median | $37,786 |
| Boothby Therapy Services: admin expenses ÷ assets | 0.52% | |
| 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 $5.5M at the end of plan year 2023 to $7.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 194 | $7.2M | $291K | $1,925 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 176 | $5.5M | $157K | $1,288 | 0.39% | Not published | Form 5500 ↗ |
Other Boothby Therapy Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Boothby Therapy Services, LLC 401(k) Profit Sharing Plan & Trust
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 Boothby Therapy Services match 401(k) contributions?
The match terms for the Boothby Therapy Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $291K in employer contributions, about $1,925 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boothby Therapy Services 401(k) match vested?
The vesting schedule for the Boothby Therapy Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boothby Therapy Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Boothby Therapy Services.
I left Boothby Therapy Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Boothby Therapy Services, (603) 524-9090) or the recordkeeper, Human Interest Advisor LLC. The Boothby Therapy Services old 401(k) page lists the contacts from every plan filing. Find an old Boothby Therapy Services 401(k)
Data from the public Form 5500 annual reports Boothby Therapy Services filed with the U.S. Department of Labor (plan years 2021 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 Boothby Therapy Services. Not financial advice. Report a correction · Methodology