CLM Center for Life Management 403(b) match, vesting and fees
What CLM Center for Life Management'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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (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 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| CLM Center for Life Management: employer contribution per participant | $1,219 | |
| Peer median | $1,440 |
| CLM Center for Life Management: average balance | $53,069 | |
| Peer median | $38,351 |
| CLM Center for Life Management: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.47% |
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 $10.1M at the end of plan year 2021 to $12.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 412 | $12.9M | $298K | $1,219 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 411 | $11.9M | $255K | $1,207 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 202 | $10.9M | $226K | $1,126 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 350 | $8.9M | $199K | $1,064 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 309 | $10.1M | $176K | $982 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does CLM Center for Life Management match 401(k) contributions?
The match terms for the Clm Center for Life Management Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2025 filing reports $298K in employer contributions, about $1,219 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CLM Center for Life Management 401(k) match vested?
The vesting schedule for the Clm Center for Life Management Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CLM Center for Life Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Epic Retirement Plan Services. The plan administrator is Clm Center for Life Management.
I left CLM Center for Life Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clm Center for Life Management, (603) 896-5067) or the recordkeeper, Epic Retirement Plan Services. The CLM Center for Life Management old 401(k) page lists the contacts from every plan filing. Find an old CLM Center for Life Management 401(k)
Data from the public Form 5500 annual reports CLM Center for Life Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 CLM Center for Life Management. Not financial advice. Report a correction · Methodology