Holy Angels 403(b) match, vesting and fees
What Holy Angels' 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 | Stanley Benefit Services | Schedule C ↗ |
| Independent auditor | Cherry Bekaert 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Holy Angels: employer contribution per participant | $472 | |
| Peer median | $1,337 |
| Holy Angels: average balance | $12,651 | |
| Peer median | $35,764 |
| Holy Angels: admin expenses ÷ assets | 1.21% | |
| 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 $5.5M at the end of plan year 2021 to $6.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 593 | $6.4M | $240K | $472 | 1.21% | Not published | Form 5500 ↗ |
| 2023 | 548 | $6M | — | — | 1.16% | Not published | Form 5500 ↗ |
| 2022 | 469 | $4.8M | $210K | $553 | 1.04% | Not published | Form 5500 ↗ |
| 2021 | 407 | $5.5M | $205K | $680 | 0.83% | Not published | Form 5500 ↗ |
Common questions
Does Holy Angels match 401(k) contributions?
The match terms for the Holy Angels, Inc. 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $240K in employer contributions, about $472 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holy Angels 401(k) match vested?
The vesting schedule for the Holy Angels, Inc. 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holy Angels 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stanley Benefit Services. The plan administrator is Holy Angels, Inc..
I left Holy Angels. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holy Angels, Inc., (704) 825-4161) or the recordkeeper, Stanley Benefit Services. The Holy Angels old 401(k) page lists the contacts from every plan filing. Find an old Holy Angels 401(k)
Data from the public Form 5500 annual reports Holy Angels 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 Holy Angels. Not financial advice. Report a correction · Methodology