Center for Mental Health 401(k) match, vesting and fees
What Center for Mental Health's 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 | Empower Annuity Ins Co of Amer | Schedule C ↗ |
| Independent auditor | Douglas Wilson and Company PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Center for Mental Health: employer contribution per participant | $1,415 | |
| Peer median | $2,023 |
| Center for Mental Health: average balance | $35,690 | |
| Peer median | $61,526 |
| Center for Mental Health: admin expenses ÷ assets | 1.46% | |
| Peer median | 0.44% |
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 $2.3M at the end of plan year 2021 to $3.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $3.3M | $130K | $1,415 | 1.46% | Not published | Form 5500 ↗ |
| 2023 | 182 | $2.9M | $124K | $1,188 | 0.84% | Not published | Form 5500 ↗ |
| 2022 | 178 | $2.6M | $130K | $1,350 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 166 | $2.3M | $90K | $1,214 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Center for Mental Health match 401(k) contributions?
The match terms for the Center for Mental Health 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $130K in employer contributions, about $1,415 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Center for Mental Health 401(k) match vested?
The vesting schedule for the Center for Mental Health 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Center for Mental Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of Amer. The plan administrator is Center for Mental Health.
I left Center for Mental Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Center for Mental Health, (406) 771-8648) or the recordkeeper, Empower Annuity Ins Co of Amer. The Center for Mental Health old 401(k) page lists the contacts from every plan filing. Find an old Center for Mental Health 401(k)
Data from the public Form 5500 annual reports Center for Mental 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 Center for Mental Health. Not financial advice. Report a correction · Methodology