Citrus Health Group 401(k) match, vesting and fees
What Citrus Health Group'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 | Wells Fargo Advisors Financial Netw | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Citrus Health Group: employer contribution per participant | $2,766 | |
| Peer median | $2,719 |
| Citrus Health Group: average balance | $52,449 | |
| Peer median | $85,424 |
| Citrus Health Group: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.27% |
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 $8.9M at the end of plan year 2024 to $10.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 202 | $10.5M | $556K | $2,766 | 0.71% | Not published | Form 5500 ↗ |
| 2024 | 179 | $8.9M | $506K | $2,844 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Citrus Health Group match 401(k) contributions?
The match terms for the Citrus Health Group 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $556K in employer contributions, about $2,766 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Citrus Health Group 401(k) match vested?
The vesting schedule for the Citrus Health Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Citrus Health Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Wells Fargo Advisors Financial Netw. The plan administrator is Citrus Health Group, Inc..
I left Citrus Health Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Citrus Health Group, Inc., (312) 682-9583) or the recordkeeper, Wells Fargo Advisors Financial Netw. The Citrus Health Group old 401(k) page lists the contacts from every plan filing. Find an old Citrus Health Group 401(k)
Data from the public Form 5500 annual reports Citrus Health Group filed with the U.S. Department of Labor (plan years 2024 and 2025) 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 Citrus Health Group. Not financial advice. Report a correction · Methodology