Hoosier Uplands Economic Development 403(b) match, vesting and fees
What Hoosier Uplands Economic Development'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 | Cpi Qualified Plan Consultants, Inc | 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Hoosier Uplands Economic Development: employer contribution per participant | $1,715 | |
| Peer median | $1,468 |
| Hoosier Uplands Economic Development: average balance | $52,336 | |
| Peer median | $37,786 |
| Hoosier Uplands Economic Development: admin expenses ÷ assets | 0.70% | |
| 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 $5.8M at the end of plan year 2021 to $6.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 248 | $6.9M | $225K | $1,715 | 0.70% | Not published | Form 5500 ↗ |
| 2023 | 256 | $6.1M | $195K | $1,503 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 265 | $5.1M | $182K | $1,493 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 262 | $5.8M | $195K | $1,640 | 0.68% | Not published | Form 5500 ↗ |
Common questions
Does Hoosier Uplands Economic Development match 401(k) contributions?
The match terms for the Hoosier Uplands Economic Development Corporation 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $225K in employer contributions, about $1,715 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hoosier Uplands Economic Development 401(k) match vested?
The vesting schedule for the Hoosier Uplands Economic Development Corporation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hoosier Uplands Economic Development 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Hoosier Uplands Economic Development Corporation.
I left Hoosier Uplands Economic Development. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hoosier Uplands Economic Development Corporation, (812) 849-4447) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Hoosier Uplands Economic Development old 401(k) page lists the contacts from every plan filing. Find an old Hoosier Uplands Economic Development 401(k)
Data from the public Form 5500 annual reports Hoosier Uplands Economic Development 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 Hoosier Uplands Economic Development. Not financial advice. Report a correction · Methodology