Hudson Valley Hospice 403(b) match, vesting and fees
What Hudson Valley Hospice'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 | Healthcare Community Securities Cor | Schedule C ↗ |
| Independent auditor | Berry,dunn,mcneil & Parker(Ny),llc (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.
| Hudson Valley Hospice: employer contribution per participant | $1,254 | |
| Peer median | $1,468 |
| Hudson Valley Hospice: average balance | $29,753 | |
| Peer median | $37,786 |
| Hudson Valley Hospice: admin expenses ÷ assets | 0.46% | |
| 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 $8.3M at the end of plan year 2021 to $12.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 454 | $12.7M | $534K | $1,254 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 432 | $10.3M | $449K | $1,144 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 385 | $7.5M | $344K | $990 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 328 | $8.3M | $283K | $975 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does Hudson Valley Hospice match 401(k) contributions?
The match terms for the Section 403(b) Retirement Plan for Hudson Valley Hospice have not been published from its filing yet. The plan year 2024 filing reports $534K in employer contributions, about $1,254 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hudson Valley Hospice 401(k) match vested?
The vesting schedule for the Section 403(b) Retirement Plan for Hudson Valley Hospice is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hudson Valley Hospice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Healthcare Community Securities Cor. The plan administrator is Hudson Valley Hospice.
I left Hudson Valley Hospice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hudson Valley Hospice, (845) 473-2273) or the recordkeeper, Healthcare Community Securities Cor. The Hudson Valley Hospice old 401(k) page lists the contacts from every plan filing. Find an old Hudson Valley Hospice 401(k)
Data from the public Form 5500 annual reports Hudson Valley Hospice 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 Hudson Valley Hospice. Not financial advice. Report a correction · Methodology