Curtis V. Cooper Primary Healt retirement plan: assets, participants and fees
What Curtis V. Cooper Primary Healt's retirement plan 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 | Mutual of America Sec. Corp LLC | Schedule C ↗ |
| Independent auditor | Holland,bromley,barnhill&Brett,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| Curtis V. Cooper Primary Healt: employer contribution per participant | $1,230 | |
| Peer median | $1,468 |
| Curtis V. Cooper Primary Healt: average balance | $22,168 | |
| Peer median | $37,786 |
| Curtis V. Cooper Primary Healt: admin expenses ÷ assets | 0.39% | |
| 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 $5.4M at the end of plan year 2021 to $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 325 | $5.7M | $316K | $1,230 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 260 | $5.1M | $356K | $1,395 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 243 | $4.8M | $282K | $1,227 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 228 | $5.4M | $453K | $2,071 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Curtis V. Cooper Primary Healt match 401(k) contributions?
The match terms for the Curtis V. Cooper Primary Health Care, Inc. Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $316K in employer contributions, about $1,230 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Curtis V. Cooper Primary Healt 401(k) match vested?
The vesting schedule for the Curtis V. Cooper Primary Health Care, Inc. Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Curtis V. Cooper Primary Healt 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Sec. Corp LLC. The plan administrator is Curtis V. Cooper Primary Healt.
I left Curtis V. Cooper Primary Healt. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Curtis V. Cooper Primary Healt, (912) 527-1117) or the recordkeeper, Mutual of America Sec. Corp LLC. The Curtis V. Cooper Primary Healt old 401(k) page lists the contacts from every plan filing. Find an old Curtis V. Cooper Primary Healt 401(k)
Data from the public Form 5500 annual reports Curtis V. Cooper Primary Healt 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 Curtis V. Cooper Primary Healt. Not financial advice. Report a correction · Methodology