Firsthealth of the Carolinas 403(b) match, vesting and fees
What Firsthealth of the Carolinas' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Firsthealth of the Carolinas: employer contribution per participant | $2,206 | |
| Peer median | $1,895 |
| Firsthealth of the Carolinas: average balance | $72,943 | |
| Peer median | $71,034 |
| Firsthealth of the Carolinas: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.10% |
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 $381M at the end of plan year 2021 to $451M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,877 | $451M | $13.6M | $2,206 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 7,326 | $389M | $12.1M | $2,097 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 6,875 | $328M | $8.8M | $1,615 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 6,354 | $381M | $7.9M | $1,571 | 0.06% | Not published | Form 5500 ↗ |
Other Firsthealth of the Carolinas plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Firsthealth of the Carolinas, Inc. Retirement Growth Plan
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Firsthealth of the Carolinas, Inc. 401(k) Plan
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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Firsthealth of the Carolinas match 401(k) contributions?
The match terms for the Firsthealth of the Carolinas, Inc. Matching Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $13.6M in employer contributions, about $2,206 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Firsthealth of the Carolinas 401(k) match vested?
The vesting schedule for the Firsthealth of the Carolinas, Inc. Matching Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Firsthealth of the Carolinas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Firsthealth of the Carolinas, Inc..
I left Firsthealth of the Carolinas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Firsthealth of the Carolinas, Inc., (910) 715-1357) or the recordkeeper, Fidelity Investments Institutional. The Firsthealth of the Carolinas old 401(k) page lists the contacts from every plan filing. Find an old Firsthealth of the Carolinas 401(k)
Data from the public Form 5500 annual reports Firsthealth of the Carolinas 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 Firsthealth of the Carolinas. Not financial advice. Report a correction · Methodology