Hospice of Wake County, Inc. DBA Transitions Lifecare 403(b) match, vesting and fees
What Hospice of Wake County, Inc. DBA Transitions Lifecare'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Hospice of Wake County, Inc. DBA Transitions Lifecare: employer contribution per participant | $897 | |
| Peer median | $1,775 |
| Hospice of Wake County, Inc. DBA Transitions Lifecare: average balance | $35,662 | |
| Peer median | $48,211 |
| Hospice of Wake County, Inc. DBA Transitions Lifecare: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.25% |
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 $29.3M at the end of plan year 2021 to $28.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 866 | $28.9M | $727K | $897 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 812 | $27.3M | $705K | $912 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 831 | $24.6M | $824K | $1,043 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 835 | $29.3M | $901K | $1,151 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Hospice of Wake County, Inc. DBA Transitions Lifecare match 401(k) contributions?
The match terms for the Hospice of Wake County, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $727K in employer contributions, about $897 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hospice of Wake County, Inc. DBA Transitions Lifecare 401(k) match vested?
The vesting schedule for the Hospice of Wake County, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hospice of Wake County, Inc. DBA Transitions Lifecare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Hospice of Wake County, Inc. DBA Transitions Lifecare.
I left Hospice of Wake County, Inc. DBA Transitions Lifecare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hospice of Wake County, Inc. DBA Transitions Lifecare, (919) 828-0890) or the recordkeeper, Valic Retirement Services Company. The Hospice of Wake County, Inc. DBA Transitions Lifecare old 401(k) page lists the contacts from every plan filing. Find an old Hospice of Wake County, Inc. DBA Transitions Lifecare 401(k)
Data from the public Form 5500 annual reports Hospice of Wake County, Inc. DBA Transitions Lifecare 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 Wake County, Inc. DBA Transitions Lifecare. Not financial advice. Report a correction · Methodology