Complete Health Partners Holding 401(k) match, vesting and fees
What Complete Health Partners Holding'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Lbmc PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Complete Health Partners Holding: employer contribution per participant | $2,413 | |
| Peer median | $1,337 |
| Complete Health Partners Holding: average balance | $38,291 | |
| Peer median | $35,764 |
| Complete Health Partners Holding: admin expenses ÷ assets | 0.77% | |
| Peer median | 0.32% |
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 $11.3M at the end of plan year 2022 to $25.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 906 | $25.8M | $1.6M | $2,413 | 0.77% | Not published | Form 5500 ↗ |
| 2023 | 840 | $16.2M | $1.3M | $2,049 | 1.05% | Not published | Form 5500 ↗ |
| 2022 | 709 | $11.3M | $437K | $729 | 0.93% | Not published | Form 5500 ↗ |
Common questions
Does Complete Health Partners Holding match 401(k) contributions?
The match terms for the Complete Health Partners 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $2,413 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Complete Health Partners Holding 401(k) match vested?
The vesting schedule for the Complete Health Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Complete Health Partners Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Pentegra Services, Inc.
I left Complete Health Partners Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (844) 367-2848) or the recordkeeper, ADP, Inc.. The Complete Health Partners Holding old 401(k) page lists the contacts from every plan filing. Find an old Complete Health Partners Holding 401(k)
Data from the public Form 5500 annual reports Complete Health Partners Holding 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 Complete Health Partners Holding. Not financial advice. Report a correction · Methodology