Collins Medical Associates 2 401(k) match, vesting and fees
What Collins Medical Associates 2'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 | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Fiondello, Milone & Lasaracina LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Collins Medical Associates 2: employer contribution per participant | $4,407 | |
| Peer median | $1,468 |
| Collins Medical Associates 2: average balance | $149,481 | |
| Peer median | $37,786 |
| Collins Medical Associates 2: admin expenses ÷ assets | 0.03% | |
| 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 $30.8M at the end of plan year 2021 to $32M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 214 | $32M | $943K | $4,407 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 213 | $32M | $978K | $4,593 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 208 | $28.7M | $764K | $3,673 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 208 | $30.8M | $349K | $1,864 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Collins Medical Associates 2 match 401(k) contributions?
The match terms for the Collins Medical Associates 2, P. C. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $943K in employer contributions, about $4,407 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Collins Medical Associates 2 401(k) match vested?
The vesting schedule for the Collins Medical Associates 2, P. C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Collins Medical Associates 2 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Collins Medical Associates 2, P.C..
I left Collins Medical Associates 2. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Collins Medical Associates 2, P.C., (959) 223-3922) or the recordkeeper, Transamerica Retirement Solutions,. The Collins Medical Associates 2 old 401(k) page lists the contacts from every plan filing. Find an old Collins Medical Associates 2 401(k)
Data from the public Form 5500 annual reports Collins Medical Associates 2 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 Collins Medical Associates 2. Not financial advice. Report a correction · Methodology