Greenwood House Home for the Jewish Aged 403(b) match, vesting and fees
What Greenwood House Home for the Jewish Aged'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kronick Kalada Berdy & Co., P.C. (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.
| Greenwood House Home for the Jewish Aged: employer contribution per participant | $494 | |
| Peer median | $1,468 |
| Greenwood House Home for the Jewish Aged: average balance | $34,949 | |
| Peer median | $37,786 |
| Greenwood House Home for the Jewish Aged: admin expenses ÷ assets | 0.08% | |
| 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 $6.3M at the end of plan year 2021 to $5.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 272 | $5.2M | $74K | $494 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 253 | $5.5M | $87K | $548 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 329 | $5.5M | $83K | $367 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 323 | $6.3M | $94K | $750 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Greenwood House Home for the Jewish Aged match 401(k) contributions?
The match terms for the Greenwood House Tax Sheltered Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $74K in employer contributions, about $494 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Greenwood House Home for the Jewish Aged 401(k) match vested?
The vesting schedule for the Greenwood House Tax Sheltered Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greenwood House Home for the Jewish Aged 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Greenwood House Home for the Jewish Aged, Inc.
I left Greenwood House Home for the Jewish Aged. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greenwood House Home for the Jewish Aged, Inc, (609) 883-5391) or the recordkeeper, Principal Life Insurance Company. The Greenwood House Home for the Jewish Aged old 401(k) page lists the contacts from every plan filing. Find an old Greenwood House Home for the Jewish Aged 401(k)
Data from the public Form 5500 annual reports Greenwood House Home for the Jewish Aged 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 Greenwood House Home for the Jewish Aged. Not financial advice. Report a correction · Methodology