Gemw Healthcare Investment 401(k) match, vesting and fees
What Gemw Healthcare Investment'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | C Jim Chen Accountancy Corp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Gemw Healthcare Investment: employer contribution per participant | $1,102 | |
| Peer median | $1,895 |
| Gemw Healthcare Investment: average balance | $81,381 | |
| Peer median | $71,034 |
| Gemw Healthcare Investment: admin expenses ÷ assets | 0.04% | |
| 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 $667M at the end of plan year 2021 to $734M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,052 | $734M | $9.9M | $1,102 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 10,250 | $650M | $10.3M | $1,213 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 9,759 | $547M | $9.8M | $1,207 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 9,434 | $667M | $10.2M | $1,280 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Gemw Healthcare Investment match 401(k) contributions?
The match terms for the Ahmc Healthcare Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $9.9M in employer contributions, about $1,102 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gemw Healthcare Investment 401(k) match vested?
The vesting schedule for the Ahmc Healthcare Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gemw Healthcare Investment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Gemw Healthcare Investment LP.
I left Gemw Healthcare Investment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gemw Healthcare Investment LP, (626) 457-7400) or the recordkeeper, Fidelity Investments Institutional. The Gemw Healthcare Investment old 401(k) page lists the contacts from every plan filing. Find an old Gemw Healthcare Investment 401(k)
Data from the public Form 5500 annual reports Gemw Healthcare Investment 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 Gemw Healthcare Investment. Not financial advice. Report a correction · Methodology