Josephine Caring Community 403(b) match, vesting and fees
What Josephine Caring Community'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 | Randall + Hurley Inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Josephine Caring Community: employer contribution per participant | $1,442 | |
| Peer median | $1,468 |
| Josephine Caring Community: average balance | $42,800 | |
| Peer median | $37,786 |
| Josephine Caring Community: admin expenses ÷ assets | 0.02% | |
| 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 $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 332 | $9M | $304K | $1,442 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Josephine Caring Community match 401(k) contributions?
The match terms for the Josephine 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $304K in employer contributions, about $1,442 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Josephine Caring Community 401(k) match vested?
The vesting schedule for the Josephine 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Josephine Caring Community 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Randall + Hurley Inc. The plan administrator is Josephine Caring Community.
I left Josephine Caring Community. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Josephine Caring Community, (360) 629-2126) or the recordkeeper, Randall + Hurley Inc. The Josephine Caring Community old 401(k) page lists the contacts from every plan filing. Find an old Josephine Caring Community 401(k)
Data from the public Form 5500 annual reports Josephine Caring Community 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 Josephine Caring Community. Not financial advice. Report a correction · Methodology