HCP Financial and Management Ser 401(k) match, vesting and fees
What HCP Financial and Management Ser'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Cjbs 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| HCP Financial and Management Ser: employer contribution per participant | $707 | |
| Peer median | $1,337 |
| HCP Financial and Management Ser: average balance | $14,503 | |
| Peer median | $35,764 |
| HCP Financial and Management Ser: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.32% |
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 $10.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,800 | $10.1M | $492K | $707 | 0.71% | Not published | Form 5500 ↗ |
| 2023 | 1,715 | $7.9M | $435K | $600 | 0.80% | Not published | Form 5500 ↗ |
| 2022 | 1,499 | $6.1M | $395K | $528 | 1.08% | Not published | Form 5500 ↗ |
| 2021 | 1,533 | $6.3M | $339K | $357 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does HCP Financial and Management Ser match 401(k) contributions?
The match terms for the Hcp Financial and Management Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $492K in employer contributions, about $707 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the HCP Financial and Management Ser 401(k) match vested?
The vesting schedule for the Hcp Financial and Management Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the HCP Financial and Management Ser 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Hcp Financial and Management Ser.
I left HCP Financial and Management Ser. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hcp Financial and Management Ser, (847) 847-4751) or the recordkeeper, ADP, Inc.. The HCP Financial and Management Ser old 401(k) page lists the contacts from every plan filing. Find an old HCP Financial and Management Ser 401(k)
Data from the public Form 5500 annual reports HCP Financial and Management Ser 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 HCP Financial and Management Ser. Not financial advice. Report a correction · Methodology