Breckinridge Health 403(b) match, vesting and fees
What Breckinridge Health's 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 | Coulter & Justus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Breckinridge Health: employer contribution per participant | $729 | |
| Peer median | $1,468 |
| Breckinridge Health: average balance | $34,916 | |
| Peer median | $37,786 |
| Breckinridge Health: admin expenses ÷ assets | 1.00% | |
| 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 $5.1M at the end of plan year 2021 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 325 | $4.7M | $98K | $729 | 1.00% | Not published | Form 5500 ↗ |
| 2023 | 347 | $4M | $92K | $705 | 1.03% | Not published | Form 5500 ↗ |
| 2022 | 341 | $4.1M | $94K | $625 | 0.86% | Not published | Form 5500 ↗ |
| 2021 | 316 | $5.1M | $94K | $700 | 1.01% | Not published | Form 5500 ↗ |
Other Breckinridge Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Breckinridge Health, Inc, 403(b) 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.
| Recordkeeper | Mass Mutual Life Ins Co | Schedule C ↗ |
| Independent auditor | Coulter & Justus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Breckinridge Health match 401(k) contributions?
The match terms for the Breckinridge Health, Inc, 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $98K in employer contributions, about $729 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Breckinridge Health 401(k) match vested?
The vesting schedule for the Breckinridge Health, Inc, 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Breckinridge Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Breckinridge Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Transamerica Retirement Solutions. The Breckinridge Health old 401(k) page lists the contacts from every plan filing. Find an old Breckinridge Health 401(k)
Data from the public Form 5500 annual reports Breckinridge Health 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 Breckinridge Health. Not financial advice. Report a correction · Methodology