Humboldt Senior Resource Center 403(b) match, vesting and fees
What Humboldt Senior Resource Center'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 | Newport Group | Schedule C ↗ |
| Independent auditor | Johanson & Yau Accountancy Corp (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Humboldt Senior Resource Center: employer contribution per participant | $711 | |
| Peer median | $1,468 |
| Humboldt Senior Resource Center: average balance | $13,242 | |
| Peer median | $37,786 |
| Humboldt Senior Resource Center: admin expenses ÷ assets | 0.65% | |
| 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 $2M at the end of plan year 2021 to $3.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 337 | $3.6M | $194K | $711 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 299 | $2.8M | $162K | $753 | 0.63% | Not published | Form 5500 ↗ |
| 2022 | 252 | $2.7M | $141K | $736 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 187 | $2M | $131K | $887 | 0.92% | Not published | Form 5500 ↗ |
Common questions
Does Humboldt Senior Resource Center match 401(k) contributions?
The match terms for the Humboldt Senior Resource Center 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $194K in employer contributions, about $711 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Humboldt Senior Resource Center 401(k) match vested?
The vesting schedule for the Humboldt Senior Resource Center 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Humboldt Senior Resource Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group. The plan administrator is Humboldt Senior Resource Center Incorporated.
I left Humboldt Senior Resource Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Humboldt Senior Resource Center Incorporated, (707) 443-9747) or the recordkeeper, Newport Group. The Humboldt Senior Resource Center old 401(k) page lists the contacts from every plan filing. Find an old Humboldt Senior Resource Center 401(k)
Data from the public Form 5500 annual reports Humboldt Senior Resource Center 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 Humboldt Senior Resource Center. Not financial advice. Report a correction · Methodology