Haven for Hope 403(b) match, vesting and fees
What Haven for Hope'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Adkf, 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.
| Haven for Hope: employer contribution per participant | $1,284 | |
| Peer median | $1,468 |
| Haven for Hope: average balance | $18,114 | |
| Peer median | $37,786 |
| Haven for Hope: admin expenses ÷ assets | 0.96% | |
| 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 $4.6M at the end of plan year 2021 to $8.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 485 | $8.6M | $607K | $1,284 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 440 | $6.7M | $529K | $1,232 | 0.86% | Not published | Form 5500 ↗ |
| 2022 | 395 | $4.2M | $343K | $1,421 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 208 | $4.6M | $293K | $1,428 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Haven for Hope match 401(k) contributions?
The match terms for the 403b Thrift Plan for Employees of Haven for Hope of Bexar County have not been published from its filing yet. The plan year 2024 filing reports $607K in employer contributions, about $1,284 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Haven for Hope 401(k) match vested?
The vesting schedule for the 403b Thrift Plan for Employees of Haven for Hope of Bexar County is not in the data published so far. Your Summary Plan Description states it.
Who manages the Haven for Hope 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Haven for Hope.
I left Haven for Hope. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Haven for Hope, (210) 220-2165) or the recordkeeper, The Vanguard Group, Inc.. The Haven for Hope old 401(k) page lists the contacts from every plan filing. Find an old Haven for Hope 401(k)
Data from the public Form 5500 annual reports Haven for Hope 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 Haven for Hope. Not financial advice. Report a correction · Methodology