Duffy Health Center 403(b) match, vesting and fees
What Duffy Health Center'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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Tss Financial Partners, Llp. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Duffy Health Center: employer contribution per participant | $2,161 | |
| Peer median | $1,468 |
| Duffy Health Center: average balance | $29,707 | |
| Peer median | $37,786 |
| Duffy Health Center: admin expenses ÷ assets | 0.73% | |
| 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 $3.3M at the end of plan year 2022 to $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 146 | $3.4M | $251K | $2,161 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 131 | $3.6M | $108K | $1,003 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 135 | $3.3M | $117K | $948 | 0.69% | Not published | Form 5500 ↗ |
Common questions
Does Duffy Health Center match 401(k) contributions?
The match terms for the Duffy Health Center, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $251K in employer contributions, about $2,161 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Duffy Health Center 401(k) match vested?
The vesting schedule for the Duffy Health Center, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Duffy Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Duffy Health Center, Inc..
I left Duffy Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Duffy Health Center, Inc., (505) 771-9599) or the recordkeeper, Ascensus LLC. The Duffy Health Center old 401(k) page lists the contacts from every plan filing. Find an old Duffy Health Center 401(k)
Data from the public Form 5500 annual reports Duffy Health Center 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 Duffy Health Center. Not financial advice. Report a correction · Methodology