Community Wellness Partners 403(b) match, vesting and fees
What Community Wellness Partners' 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 | Benefit Plan Admin Services, Inc. | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Community Wellness Partners: employer contribution per participant | $535 | |
| Peer median | $1,468 |
| Community Wellness Partners: average balance | $40,484 | |
| Peer median | $37,786 |
| Community Wellness Partners: admin expenses ÷ assets | 0.65% | |
| 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 $8.9M at the end of plan year 2022 to $11.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 698 | $11.2M | $148K | $535 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 754 | $10.2M | $127K | $422 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 823 | $8.9M | $135K | $433 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Community Wellness Partners match 401(k) contributions?
The match terms for the Community Wellness Partners, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $148K in employer contributions, about $535 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Wellness Partners 401(k) match vested?
The vesting schedule for the Community Wellness Partners, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Wellness Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plan Admin Services, Inc.. The plan administrator is Community Wellness Partners, Inc..
I left Community Wellness Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Wellness Partners, Inc., (315) 235-7122) or the recordkeeper, Benefit Plan Admin Services, Inc.. The Community Wellness Partners old 401(k) page lists the contacts from every plan filing. Find an old Community Wellness Partners 401(k)
Data from the public Form 5500 annual reports Community Wellness Partners filed with the U.S. Department of Labor (plan years 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 Community Wellness Partners. Not financial advice. Report a correction · Methodology