Chespenn Health Services 401(k) match, vesting and fees
What Chespenn Health Services' 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. | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Chespenn Health Services: employer contribution per participant | $2,201 | |
| Peer median | $1,468 |
| Chespenn Health Services: average balance | $47,393 | |
| Peer median | $37,786 |
| Chespenn Health Services: admin expenses ÷ assets | 0.62% | |
| 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 $3.6M at the end of plan year 2021 to $5.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 112 | $5.3M | $244K | $2,201 | 0.62% | Not published | 5500-SF ↗ |
| 2023 | 99 | $5M | $245K | $2,473 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 104 | $4.2M | $273K | $2,629 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 149 | $3.6M | $243K | $1,630 | 0.94% | Not published | Form 5500 ↗ |
Common questions
Does Chespenn Health Services match 401(k) contributions?
The match terms for the Chespenn Health Services, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $244K in employer contributions, about $2,201 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chespenn Health Services 401(k) match vested?
The vesting schedule for the Chespenn Health Services, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chespenn Health Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is The Vanguard Group, Inc.. The plan administrator is Chespenn Health Services, Inc..
I left Chespenn Health Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chespenn Health Services, Inc., (610) 485-3800) or the recordkeeper, The Vanguard Group, Inc.. The Chespenn Health Services old 401(k) page lists the contacts from every plan filing. Find an old Chespenn Health Services 401(k)
Data from the public Form 5500 annual reports Chespenn Health Services 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 Chespenn Health Services. Not financial advice. Report a correction · Methodology