Centro de Salud Familiar Dr. Juliompalmieri Ferri 401(k) match, vesting and fees
What Centro de Salud Familiar Dr. Juliompalmieri Ferri'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 Insurance Company | Schedule C ↗ |
| Independent auditor | Rrc Cpa Group Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Centro de Salud Familiar Dr. Juliompalmieri Ferri: employer contribution per participant | $723 | |
| Peer median | $1,468 |
| Centro de Salud Familiar Dr. Juliompalmieri Ferri: average balance | $4,056 | |
| Peer median | $37,786 |
| Centro de Salud Familiar Dr. Juliompalmieri Ferri: admin expenses ÷ assets | 2.16% | |
| 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 $154K at the end of plan year 2023 to $568K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 140 | $568K | $101K | $723 | 2.16% | Not published | Form 5500 ↗ |
| 2023 | 144 | $154K | — | — | 3.33% | Not published | Form 5500 ↗ |
Common questions
Does Centro de Salud Familiar Dr. Juliompalmieri Ferri match 401(k) contributions?
The match terms for the Plan de Retiro Del Centro de Salud Familiar D. J. P. F. have not been published from its filing yet. The plan year 2024 filing reports $101K in employer contributions, about $723 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Centro de Salud Familiar Dr. Juliompalmieri Ferri 401(k) match vested?
The vesting schedule for the Plan de Retiro Del Centro de Salud Familiar D. J. P. F. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Centro de Salud Familiar Dr. Juliompalmieri Ferri 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc..
I left Centro de Salud Familiar Dr. Juliompalmieri Ferri. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc., (787) 839-4150) or the recordkeeper, Empower Annuity Insurance Company. The Centro de Salud Familiar Dr. Juliompalmieri Ferri old 401(k) page lists the contacts from every plan filing. Find an old Centro de Salud Familiar Dr. Juliompalmieri Ferri 401(k)
Data from the public Form 5500 annual reports Centro de Salud Familiar Dr. Juliompalmieri Ferri filed with the U.S. Department of Labor (plan years 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 Centro de Salud Familiar Dr. Juliompalmieri Ferri. Not financial advice. Report a correction · Methodology