Children's Home Society of Florida 403(b) match, vesting and fees
What Children's Home Society of Florida'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Purvis Gray (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Children's Home Society of Florida: employer contribution per participant | $782 | |
| Peer median | $1,358 |
| Children's Home Society of Florida: average balance | $28,608 | |
| Peer median | $44,442 |
| Children's Home Society of Florida: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.21% |
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 $30.9M at the end of plan year 2021 to $40.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,512 | $40.8M | $1.1M | $782 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 1,505 | $38.4M | $1.1M | $756 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 1,167 | $35M | $1.1M | $932 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 1,718 | $30.9M | $980K | $620 | 0.52% | Not published | Form 5500 ↗ |
Other Children's Home Society of Florida plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of the Children'S Home Society of Florida
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.
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Children's Home Society of Florida match 401(k) contributions?
The match terms for the The Children'S Home Society of Florida 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $782 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Children's Home Society of Florida 401(k) match vested?
The vesting schedule for the The Children'S Home Society of Florida 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Children's Home Society of Florida 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is The Children'S Home Society of Florida.
I left Children's Home Society of Florida. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Children'S Home Society of Florida, (321) 397-3000) or the recordkeeper, Empower Annuity Insurance Company O. The Children's Home Society of Florida old 401(k) page lists the contacts from every plan filing. Find an old Children's Home Society of Florida 401(k)
Data from the public Form 5500 annual reports Children's Home Society of Florida 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 Children's Home Society of Florida. Not financial advice. Report a correction · Methodology