Bourbon Heights 403(b) match, vesting and fees
What Bourbon Heights' 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 | Metlife Life Insurance Company | Schedule C ↗ |
| Independent auditor | Jones, Nale & Mattingly Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Bourbon Heights: employer contribution per participant | $97 | |
| Peer median | $1,468 |
| Bourbon Heights: average balance | $5,419 | |
| Peer median | $37,786 |
| Bourbon Heights: admin expenses ÷ assets | 0.08% | |
| 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 2021 to $650K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 120 | $650K | $12K | $97 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 119 | $674K | $9,563 | $80 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 106 | $735K | $8,089 | $79 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 154 | $1.5M | $25K | $214 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Bourbon Heights match 401(k) contributions?
The match terms for the Bourbon Heights, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $12K in employer contributions, about $97 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bourbon Heights 401(k) match vested?
The vesting schedule for the Bourbon Heights, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bourbon Heights 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Metlife Life Insurance Company. The plan administrator is Bourbon Heights, Inc..
I left Bourbon Heights. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bourbon Heights, Inc., (859) 987-5750) or the recordkeeper, Metlife Life Insurance Company. The Bourbon Heights old 401(k) page lists the contacts from every plan filing. Find an old Bourbon Heights 401(k)
Data from the public Form 5500 annual reports Bourbon Heights 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 Bourbon Heights. Not financial advice. Report a correction · Methodology