Inlet Health 401(k) match, vesting and fees
What Inlet Health'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified 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.
| Inlet Health: employer contribution per participant | $697 | |
| Peer median | $1,468 |
| Inlet Health: average balance | $30,262 | |
| Peer median | $37,786 |
| Inlet Health: admin expenses ÷ assets | 0.82% | |
| 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 were $12.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 789 | $12.3M | $284K | $697 | 0.82% | Not published | Form 5500 ↗ |
Common questions
Does Inlet Health match 401(k) contributions?
The match terms for the Inlet Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $284K in employer contributions, about $697 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Inlet Health 401(k) match vested?
The vesting schedule for the Inlet Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Inlet Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Inlet Health, Inc..
I left Inlet Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Inlet Health, Inc., (270) 765-2605) or the recordkeeper, Transamerica Retirement Solutions. The Inlet Health old 401(k) page lists the contacts from every plan filing. Find an old Inlet Health 401(k)
Data from the public Form 5500 annual reports Inlet Health filed with the U.S. Department of Labor (plan years 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 Inlet Health. Not financial advice. Report a correction · Methodology