Heart & Vascular Partners 401(k) match, vesting and fees
What Heart & Vascular Partners' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Plant & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Heart & Vascular Partners: employer contribution per participant | $3,126 | |
| Peer median | $1,468 |
| Heart & Vascular Partners: average balance | $63,440 | |
| Peer median | $37,786 |
| Heart & Vascular Partners: admin expenses ÷ assets | 0.48% | |
| 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 $2.5M at the end of plan year 2021 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 707 | $29.9M | $1.5M | $3,126 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 399 | $14.4M | $1.1M | $4,188 | 0.31% | Not published | 5500-SF ↗ |
| 2022 | 109 | $2.7M | $380K | $3,834 | 0.21% | Not published | 5500-SF ↗ |
| 2021 | 68 | $2.5M | $339K | $4,983 | 0.19% | Not published | 5500-SF ↗ |
Other Heart & Vascular Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
M&S Healthcare Management Defined Benefit Cash Balance Plan
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Heart & Vascular Partners match 401(k) contributions?
The match terms for the Heart & Vascular/Specialty Medcare 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $3,126 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heart & Vascular Partners 401(k) match vested?
The vesting schedule for the Heart & Vascular/Specialty Medcare 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heart & Vascular Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Heart & Vascular Partners.
I left Heart & Vascular Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heart & Vascular Partners, (518) 878-6048) or the recordkeeper, Empower Annuity Insurance Company. The Heart & Vascular Partners old 401(k) page lists the contacts from every plan filing. Find an old Heart & Vascular Partners 401(k)
Data from the public Form 5500 annual reports Heart & Vascular Partners 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 Heart & Vascular Partners. Not financial advice. Report a correction · Methodology