Family Health Centers of South 401(k) match, vesting and fees
What Family Health Centers of South'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Hsc/Tuscan & Company, PA (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.
| Family Health Centers of South: employer contribution per participant | $3,686 | |
| Peer median | $1,337 |
| Family Health Centers of South: average balance | $34,814 | |
| Peer median | $35,764 |
| Family Health Centers of South: admin expenses ÷ assets | 0.03% | |
| 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 $20.6M at the end of plan year 2021 to $29.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 890 | $29.6M | $3.1M | $3,686 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 831 | $23.9M | $2.5M | $3,082 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 880 | $19.4M | $2.4M | $3,130 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 760 | $20.6M | $2.1M | $2,974 | 0.03% | Not published | Form 5500 ↗ |
Other Family Health Centers of South plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Family Health Centers of Southwest Florida, Inc.
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 Investment Corp | Schedule C ↗ |
| Independent auditor | Hsc/Tuscan & Company, PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Family Health Centers of South match 401(k) contributions?
The match terms for the 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $3,686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Family Health Centers of South 401(k) match vested?
The vesting schedule for the 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Family Health Centers of South 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Family Health Centers of South.
I left Family Health Centers of South. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Family Health Centers of South, (239) 278-3600) or the recordkeeper, Mutual of America Investment Corp. The Family Health Centers of South old 401(k) page lists the contacts from every plan filing. Find an old Family Health Centers of South 401(k)
Data from the public Form 5500 annual reports Family Health Centers of South 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 Family Health Centers of South. Not financial advice. Report a correction · Methodology