Franklin Primary Health Center 403(b) match, vesting and fees
What Franklin Primary 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | The Kba Group, PC (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.
| Franklin Primary Health Center: employer contribution per participant | $689 | |
| Peer median | $1,468 |
| Franklin Primary Health Center: average balance | $31,099 | |
| Peer median | $37,786 |
| Franklin Primary Health Center: admin expenses ÷ assets | 0.58% | |
| 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 $7.1M at the end of plan year 2021 to $8.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 299 | $8.4M | $187K | $689 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 298 | $7.1M | $130K | $472 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 294 | $5.9M | $212K | $778 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 305 | $7.1M | $150K | $527 | 0.11% | Not published | Form 5500 ↗ |
Other Franklin Primary Health Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Franklin Primary Health Center, Inc. Tax Deferred Annuity 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 | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Franklin Primary Health Center match 401(k) contributions?
The match terms for the Franklin Primary Health Center, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $187K in employer contributions, about $689 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Franklin Primary Health Center 401(k) match vested?
The vesting schedule for the Franklin Primary Health Center, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Franklin Primary Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Franklin Primary Health Center, Inc.
I left Franklin Primary Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Franklin Primary Health Center, Inc, (251) 471-1484) or the recordkeeper, Voya Retirement Insurance & Annuity. The Franklin Primary Health Center old 401(k) page lists the contacts from every plan filing. Find an old Franklin Primary Health Center 401(k)
Data from the public Form 5500 annual reports Franklin Primary Health Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Franklin Primary Health Center. Not financial advice. Report a correction · Methodology