Jefferson Center for Mental Health 401(k) match, vesting and fees
What Jefferson Center for Mental 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 | Valic Retirement Services Co | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Jefferson Center for Mental Health: employer contribution per participant | $1,036 | |
| Peer median | $1,358 |
| Jefferson Center for Mental Health: average balance | $27,635 | |
| Peer median | $44,442 |
| Jefferson Center for Mental Health: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.21% |
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 $39.1M at the end of plan year 2021 to $42.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,544 | $42.4M | $1.6M | $1,036 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 1,496 | $41.4M | $1.4M | $957 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 1,301 | $33.7M | $1.2M | $890 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 1,200 | $39.1M | $1.1M | $942 | 0.35% | Not published | Form 5500 ↗ |
Other Jefferson Center for Mental Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jefferson Center for Mental Health 403(b) Pension Plan
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 | Variable Annuity Life Insurance Co. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Jefferson Center for Mental Health match 401(k) contributions?
The match terms for the Jefferson Center for Mental Health Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,036 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jefferson Center for Mental Health 401(k) match vested?
The vesting schedule for the Jefferson Center for Mental Health Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jefferson Center for Mental Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Co. The plan administrator is Jefferson Center for Mental Health.
I left Jefferson Center for Mental Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jefferson Center for Mental Health, (303) 432-5136) or the recordkeeper, Valic Retirement Services Co. The Jefferson Center for Mental Health old 401(k) page lists the contacts from every plan filing. Find an old Jefferson Center for Mental Health 401(k)
Data from the public Form 5500 annual reports Jefferson Center for Mental 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 Jefferson Center for Mental Health. Not financial advice. Report a correction · Methodology