Jol Healthcare 401(k) match, vesting and fees
What Jol Healthcare'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 | At Retirement Services | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Plan history
Plan assets went from $166K at the end of plan year 2021 to $441K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 160 | $441K | $72K | $1,478 | 0.67% | Not published | 5500-SF ↗ |
| 2024 | 175 | $291K | — | — | 2.21% | Not published | Form 5500 ↗ |
| 2023 | 144 | $322K | $0 | $0 | 0.99% | Not published | Form 5500 ↗ |
| 2022 | 150 | $215K | $0 | $0 | 1.07% | Not published | Form 5500 ↗ |
| 2021 | 153 | $166K | $0 | $0 | 1.30% | Not published | 5500-SF ↗ |
Common questions
Does Jol Healthcare match 401(k) contributions?
The match terms for the Jol Healthcare Inc. 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $72K in employer contributions, about $1,478 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jol Healthcare 401(k) match vested?
The vesting schedule for the Jol Healthcare Inc. 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jol Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is At Retirement Services. The plan administrator is Jol Healthcare Inc..
I left Jol Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jol Healthcare Inc., (512) 786-4198) or the recordkeeper, At Retirement Services. The Jol Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Jol Healthcare 401(k)
Data from the public Form 5500 annual reports Jol Healthcare filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Jol Healthcare. Not financial advice. Report a correction · Methodology