Greenfield Rehabilitation Agency 401(k) match, vesting and fees
What Greenfield Rehabilitation Agency'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Jt and Associates, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Greenfield Rehabilitation Agency: employer contribution per participant | $486 | |
| Peer median | $1,468 |
| Greenfield Rehabilitation Agency: average balance | $71,454 | |
| Peer median | $37,786 |
| Greenfield Rehabilitation Agency: admin expenses ÷ assets | 0.70% | |
| 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 $15.3M at the end of plan year 2021 to $20.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 426 | $20.5M | $139K | $486 | 0.70% | Not published | Form 5500 ↗ |
| 2023 | 439 | $17.2M | $149K | $534 | 0.68% | Not published | Form 5500 ↗ |
| 2022 | 445 | $15.1M | $156K | $566 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 471 | $15.3M | $134K | $514 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Greenfield Rehabilitation Agency match 401(k) contributions?
The match terms for the Greenfield Rehabilitation Agency Inc. Employees' 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $139K in employer contributions, about $486 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Greenfield Rehabilitation Agency 401(k) match vested?
The vesting schedule for the Greenfield Rehabilitation Agency Inc. Employees' 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greenfield Rehabilitation Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Greenfield Rehabilitation Agency, Inc..
I left Greenfield Rehabilitation Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greenfield Rehabilitation Agency, Inc., (262) 923-7101) or the recordkeeper, Transamerica Retirement Solutions. The Greenfield Rehabilitation Agency old 401(k) page lists the contacts from every plan filing. Find an old Greenfield Rehabilitation Agency 401(k)
Data from the public Form 5500 annual reports Greenfield Rehabilitation Agency 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 Greenfield Rehabilitation Agency. Not financial advice. Report a correction · Methodology