Friendship Retirement 401(k) match, vesting and fees
What Friendship Retirement'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Mansperger Patterson Mcmullin Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Friendship Retirement: employer contribution per participant | $302 | |
| Peer median | $1,438 |
| Friendship Retirement: average balance | $7,708 | |
| Peer median | $41,205 |
| Friendship Retirement: admin expenses ÷ assets | 0.99% | |
| Peer median | 0.33% |
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 $2.8M at the end of plan year 2021 to $4.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 580 | $4.3M | $169K | $302 | 0.99% | Not published | Form 5500 ↗ |
| 2024 | 487 | $3.4M | $158K | $343 | 1.10% | Not published | Form 5500 ↗ |
| 2023 | 467 | $2.6M | $96K | $238 | 1.32% | Not published | Form 5500 ↗ |
| 2022 | 474 | $2.1M | $56K | $266 | 1.20% | Not published | Form 5500 ↗ |
| 2021 | 614 | $2.8M | $86K | $463 | 1.09% | Not published | Form 5500 ↗ |
Common questions
Does Friendship Retirement match 401(k) contributions?
The match terms for the Glencroft Retirement Community Employee 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $169K in employer contributions, about $302 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Friendship Retirement 401(k) match vested?
The vesting schedule for the Glencroft Retirement Community Employee 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Friendship Retirement 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Friendship Retirement Corporation.
I left Friendship Retirement. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Friendship Retirement Corporation, (623) 512-4005) or the recordkeeper, Empower Annuity Insurance Company O. The Friendship Retirement old 401(k) page lists the contacts from every plan filing. Find an old Friendship Retirement 401(k)
Data from the public Form 5500 annual reports Friendship Retirement 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 Friendship Retirement. Not financial advice. Report a correction · Methodology