Highlands at Wyomissing 403(b) match, vesting and fees
What Highlands at Wyomissing'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 | Empower Annuity Insurance Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Highlands at Wyomissing: employer contribution per participant | $819 | |
| Peer median | $1,468 |
| Highlands at Wyomissing: average balance | $22,746 | |
| Peer median | $37,786 |
| Highlands at Wyomissing: admin expenses ÷ assets | 0.63% | |
| 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 $6.2M at the end of plan year 2021 to $9.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 447 | $9.2M | $332K | $819 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 491 | $8.5M | $343K | $860 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 447 | $6.9M | $352K | $845 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 510 | $6.2M | $442K | $979 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Highlands at Wyomissing match 401(k) contributions?
The match terms for the The Highlands at Wyomissing 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $332K in employer contributions, about $819 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Highlands at Wyomissing 401(k) match vested?
The vesting schedule for the The Highlands at Wyomissing 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Highlands at Wyomissing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co.. The plan administrator is The Highlands at Wyomissing.
I left Highlands at Wyomissing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Highlands at Wyomissing, (610) 775-2300) or the recordkeeper, Empower Annuity Insurance Co.. The Highlands at Wyomissing old 401(k) page lists the contacts from every plan filing. Find an old Highlands at Wyomissing 401(k)
Data from the public Form 5500 annual reports Highlands at Wyomissing 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 Highlands at Wyomissing. Not financial advice. Report a correction · Methodology