Ehh Holdco 401(k) match, vesting and fees
What Ehh Holdco'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 | Nationwide | 2023 Schedule C ↗ |
| Independent auditor | Alexander & Williams, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Ehh Holdco: employer contribution per participant | $1,161 | |
| Peer median | $1,468 |
| Ehh Holdco: average balance | $28,705 | |
| Peer median | $37,786 |
| Ehh Holdco: admin expenses ÷ assets | 0.66% | |
| 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 $5.3M at the end of plan year 2023 to $5.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 235 | $5.4M | $217K | $1,161 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 198 | $5.3M | $286K | $1,641 | 1.05% | Not published | Form 5500 ↗ |
Common questions
Does Ehh Holdco match 401(k) contributions?
The match terms for the Fortis Health Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $217K in employer contributions, about $1,161 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ehh Holdco 401(k) match vested?
The vesting schedule for the Fortis Health Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ehh Holdco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Nationwide. The plan administrator is Ehh Holdco, Inc..
I left Ehh Holdco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ehh Holdco, Inc., (317) 804-8996) or the recordkeeper, Nationwide. The Ehh Holdco old 401(k) page lists the contacts from every plan filing. Find an old Ehh Holdco 401(k)
Data from the public Form 5500 annual reports Ehh Holdco filed with the U.S. Department of Labor (plan years 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 Ehh Holdco. Not financial advice. Report a correction · Methodology