Center for Health Care Strategies 401(k) match, vesting and fees
What Center for Health Care Strategies' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (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.
| Center for Health Care Strategies: employer contribution per participant | $4,014 | |
| Peer median | $1,468 |
| Center for Health Care Strategies: average balance | $104,266 | |
| Peer median | $37,786 |
| Center for Health Care Strategies: admin expenses ÷ assets | 0.29% | |
| 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 $9.3M at the end of plan year 2021 to $15M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 144 | $15M | $578K | $4,014 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 160 | $12.8M | $494K | $3,205 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 153 | $10.5M | $426K | $2,997 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 135 | $9.3M | $421K | $3,189 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Center for Health Care Strategies match 401(k) contributions?
The match terms for the Center for Health Care Strategies 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $578K in employer contributions, about $4,014 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Center for Health Care Strategies 401(k) match vested?
The vesting schedule for the Center for Health Care Strategies 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Center for Health Care Strategies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Center for Health Care Strategies, Inc..
I left Center for Health Care Strategies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Center for Health Care Strategies, Inc., (609) 528-8400) or the recordkeeper, The Vanguard Group, Inc.. The Center for Health Care Strategies old 401(k) page lists the contacts from every plan filing. Find an old Center for Health Care Strategies 401(k)
Data from the public Form 5500 annual reports Center for Health Care Strategies 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 Center for Health Care Strategies. Not financial advice. Report a correction · Methodology