Hearts for Hearing Foundation 401(k) match, vesting and fees
What Hearts for Hearing Foundation'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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (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.
| Hearts for Hearing Foundation: employer contribution per participant | $1,190 | |
| Peer median | $1,468 |
| Hearts for Hearing Foundation: average balance | $25,309 | |
| Peer median | $37,786 |
| Hearts for Hearing Foundation: admin expenses ÷ assets | 0.24% | |
| 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 $3.5M at the end of plan year 2021 to $5.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 204 | $5.2M | $243K | $1,190 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 183 | $4.2M | $228K | $1,287 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 143 | $4.2M | $196K | $1,454 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 125 | $3.5M | $170K | $1,413 | 0.03% | Not published | 5500-SF ↗ |
Common questions
Does Hearts for Hearing Foundation match 401(k) contributions?
The match terms for the Hearts for Hearing Foundation 401(k) have not been published from its filing yet. The plan year 2024 filing reports $243K in employer contributions, about $1,190 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hearts for Hearing Foundation 401(k) match vested?
The vesting schedule for the Hearts for Hearing Foundation 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hearts for Hearing Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Hearts for Hearing Foundation.
I left Hearts for Hearing Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hearts for Hearing Foundation, (405) 548-4300) or the recordkeeper, Ascensus LLC. The Hearts for Hearing Foundation old 401(k) page lists the contacts from every plan filing. Find an old Hearts for Hearing Foundation 401(k)
Data from the public Form 5500 annual reports Hearts for Hearing Foundation 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 Hearts for Hearing Foundation. Not financial advice. Report a correction · Methodology