Careconnect Health 403(b) match, vesting and fees
What Careconnect 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 | Pcs Retirement | Schedule C ↗ |
| Independent auditor | Terry Horne, Cpa (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.
| Careconnect Health: employer contribution per participant | $1,551 | |
| Peer median | $1,468 |
| Careconnect Health: average balance | $25,539 | |
| Peer median | $37,786 |
| Careconnect Health: admin expenses ÷ assets | 0.79% | |
| 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 $7.1M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 783 | $12M | $727K | $1,551 | 0.79% | Not published | Form 5500 ↗ |
| 2023 | 758 | $9.5M | $673K | $1,667 | 0.99% | Not published | Form 5500 ↗ |
| 2022 | 676 | $7M | $635K | $1,851 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 616 | $7.1M | $596K | $1,852 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Careconnect Health match 401(k) contributions?
The match terms for the Careconnect Health 403(b) Tax-Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $727K in employer contributions, about $1,551 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Careconnect Health 401(k) match vested?
The vesting schedule for the Careconnect Health 403(b) Tax-Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Careconnect Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pcs Retirement. The plan administrator is Careconnect Health, Inc.
I left Careconnect Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Careconnect Health, Inc, (229) 887-3324) or the recordkeeper, Pcs Retirement. The Careconnect Health old 401(k) page lists the contacts from every plan filing. Find an old Careconnect Health 401(k)
Data from the public Form 5500 annual reports Careconnect 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 Careconnect Health. Not financial advice. Report a correction · Methodology