Iterative Scopes, Inc. DBA Iterative Health 401(k) match, vesting and fees
What Iterative Scopes, Inc. DBA Iterative 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lee and Crowley (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $397K at the end of plan year 2021 to $5.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 180 | $5.4M | $326K | $1,884 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 191 | $3.6M | $328K | $1,801 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 222 | $1.4M | $0 | $0 | 0.10% | Not published | 5500-SF ↗ |
| 2021 | 75 | $397K | $0 | $0 | 0.20% | Not published | 5500-SF ↗ |
Common questions
Does Iterative Scopes, Inc. DBA Iterative Health match 401(k) contributions?
The match terms for the Iterative Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $326K in employer contributions, about $1,884 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Iterative Scopes, Inc. DBA Iterative Health 401(k) match vested?
The vesting schedule for the Iterative Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Iterative Scopes, Inc. DBA Iterative Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Iterative Scopes, Inc. DBA Iterative Health.
I left Iterative Scopes, Inc. DBA Iterative Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Iterative Scopes, Inc. DBA Iterative Health, (703) 343-0143) or the recordkeeper, Fidelity Investments Institutional. The Iterative Scopes, Inc. DBA Iterative Health old 401(k) page lists the contacts from every plan filing. Find an old Iterative Scopes, Inc. DBA Iterative Health 401(k)
Data from the public Form 5500 annual reports Iterative Scopes, Inc. DBA Iterative Health 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 Iterative Scopes, Inc. DBA Iterative Health. Not financial advice. Report a correction · Methodology