Head and Neck Associates of Orange County 401(k) match, vesting and fees
What Head and Neck Associates of Orange County'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 | Economic Group Pension Services | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Head and Neck Associates of Orange County: employer contribution per participant | $6,068 | |
| Peer median | $1,468 |
| Head and Neck Associates of Orange County: average balance | $139,811 | |
| Peer median | $37,786 |
| Head and Neck Associates of Orange County: admin expenses ÷ assets | 0.83% | |
| 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 $14.4M at the end of plan year 2021 to $15M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 107 | $15M | $649K | $6,068 | 0.83% | Not published | 5500-SF ↗ |
| 2023 | 90 | $12.5M | $604K | $6,708 | 0.86% | Not published | Form 5500 ↗ |
| 2022 | 113 | $11.3M | $517K | $4,577 | 0.78% | Not published | Form 5500 ↗ |
| 2021 | 108 | $14.4M | $504K | $4,669 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Head and Neck Associates of Orange County match 401(k) contributions?
The match terms for the Head & Neck Associates of Orange County 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $649K in employer contributions, about $6,068 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Head and Neck Associates of Orange County 401(k) match vested?
The vesting schedule for the Head & Neck Associates of Orange County 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Head and Neck Associates of Orange County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Economic Group Pension Services. The plan administrator is Head and Neck Associates of Orange County, Inc..
I left Head and Neck Associates of Orange County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Head and Neck Associates of Orange County, Inc., (949) 364-4361) or the recordkeeper, Economic Group Pension Services. The Head and Neck Associates of Orange County old 401(k) page lists the contacts from every plan filing. Find an old Head and Neck Associates of Orange County 401(k)
Data from the public Form 5500 annual reports Head and Neck Associates of Orange County 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 Head and Neck Associates of Orange County. Not financial advice. Report a correction · Methodology