Haverland Carter Lifestyle Group 403(b) match, vesting and fees
What Haverland Carter Lifestyle Group'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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Baker Tilly Us. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 104,026 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Haverland Carter Lifestyle Group: employer contribution per participant | — | |
| Peer median | $1,871 |
| Haverland Carter Lifestyle Group: average balance | — | |
| Peer median | $55,215 |
| Haverland Carter Lifestyle Group: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.45% |
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 $8.1M at the end of plan year 2021 to $0 at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 0 | $0 | $2,705 | — | 0.63% | Not published | Form 5500 ↗ |
| 2024 | 593 | $6M | $348K | $1,413 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 645 | $6.5M | $397K | $1,475 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 552 | $7M | $375K | $1,436 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 505 | $8.1M | $319K | $1,221 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Haverland Carter Lifestyle Group match 401(k) contributions?
The match terms for the Haverland Carter Lifestyle Group 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $2,705 in employer contributions. That total includes any match and profit-sharing; it is not a match formula.
When is the Haverland Carter Lifestyle Group 401(k) match vested?
The vesting schedule for the Haverland Carter Lifestyle Group 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Haverland Carter Lifestyle Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Servi. The plan administrator is Haverland Carter Lifestyle Group.
I left Haverland Carter Lifestyle Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Haverland Carter Lifestyle Group, (505) 291-3294) or the recordkeeper, Capital Group Retirement Plan Servi. The Haverland Carter Lifestyle Group old 401(k) page lists the contacts from every plan filing. Find an old Haverland Carter Lifestyle Group 401(k)
Data from the public Form 5500 annual reports Haverland Carter Lifestyle Group 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 Haverland Carter Lifestyle Group. Not financial advice. Report a correction · Methodology