Hospice of Santa Cruz County 401(k) match, vesting and fees
What Hospice of Santa Cruz County'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Atherton & Associates, LLP (disclaimer 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.
| Hospice of Santa Cruz County: employer contribution per participant | $419 | |
| Peer median | $1,468 |
| Hospice of Santa Cruz County: average balance | $51,085 | |
| Peer median | $37,786 |
| Hospice of Santa Cruz County: admin expenses ÷ assets | 0.02% | |
| 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 $10.3M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 301 | $14.1M | $116K | $419 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 268 | $13.5M | $109K | $449 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 266 | $11.7M | $108K | $458 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 242 | $10.3M | $167K | $747 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Hospice of Santa Cruz County match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County have not been published from its filing yet. The plan year 2024 filing reports $116K in employer contributions, about $419 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hospice of Santa Cruz County 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hospice of Santa Cruz County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Hospice of Santa Cruz County.
I left Hospice of Santa Cruz County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hospice of Santa Cruz County, (831) 430-3000) or the recordkeeper, Mutual of America Investment Corp. The Hospice of Santa Cruz County old 401(k) page lists the contacts from every plan filing. Find an old Hospice of Santa Cruz County 401(k)
Data from the public Form 5500 annual reports Hospice of Santa Cruz County 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 Hospice of Santa Cruz County. Not financial advice. Report a correction · Methodology