Health Care and Rehabilitation Services of Southeastern Vermont 403(b) match, vesting and fees
What Health Care and Rehabilitation Services of Southeastern Vermont'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 | Kittell, Branagan & Sargent (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Health Care and Rehabilitation Services of Southeastern Vermont: employer contribution per participant | $1,461 | |
| Peer median | $1,337 |
| Health Care and Rehabilitation Services of Southeastern Vermont: average balance | $41,044 | |
| Peer median | $35,764 |
| Health Care and Rehabilitation Services of Southeastern Vermont: admin expenses ÷ assets | 0.55% | |
| 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 $23M at the end of plan year 2023 to $26.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 695 | $26.3M | $935K | $1,461 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 661 | $23M | $793K | $1,220 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Health Care and Rehabilitation Services of Southeastern Vermont match 401(k) contributions?
The match terms for the Health Care and Rehabilitation Services of Southeastern Vermont have not been published from its filing yet. The plan year 2024 filing reports $935K in employer contributions, about $1,461 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Health Care and Rehabilitation Services of Southeastern Vermont 401(k) match vested?
The vesting schedule for the Health Care and Rehabilitation Services of Southeastern Vermont is not in the data published so far. Your Summary Plan Description states it.
Who manages the Health Care and Rehabilitation Services of Southeastern Vermont 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Health Care and Rehabilitation Services of Southeastern Vermont.
I left Health Care and Rehabilitation Services of Southeastern Vermont. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Health Care and Rehabilitation Services of Southeastern Vermont, (802) 886-4567) or the recordkeeper, Principal Life Insurance Company. The Health Care and Rehabilitation Services of Southeastern Vermont old 401(k) page lists the contacts from every plan filing. Find an old Health Care and Rehabilitation Services of Southeastern Vermont 401(k)
Data from the public Form 5500 annual reports Health Care and Rehabilitation Services of Southeastern Vermont filed with the U.S. Department of Labor (plan years 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 Health Care and Rehabilitation Services of Southeastern Vermont. Not financial advice. Report a correction · Methodology