Lake Sunapee Home Care and Hospice 403(b) match, vesting and fees
What Lake Sunapee Home Care and Hospice'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Lake Sunapee Home Care and Hospice: employer contribution per participant | $1,079 | |
| Peer median | $1,440 |
| Lake Sunapee Home Care and Hospice: average balance | $63,983 | |
| Peer median | $38,351 |
| Lake Sunapee Home Care and Hospice: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.47% |
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 $5.4M at the end of plan year 2021 to $7.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 124 | $7.2M | $122K | $1,079 | 0.51% | Not published | Form 5500 ↗ |
| 2024 | 149 | $6.1M | $156K | $1,126 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 161 | $5.3M | $148K | $1,006 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 169 | $4.6M | $190K | $1,277 | 0.61% | Not published | Form 5500 ↗ |
| 2021 | 173 | $5.4M | $199K | $1,327 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Lake Sunapee Home Care and Hospice match 401(k) contributions?
The match terms for the Lake Sunapee Home Care and Hospice ERISA 403b Plan have not been published from its filing yet. The plan year 2025 filing reports $122K in employer contributions, about $1,079 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lake Sunapee Home Care and Hospice 401(k) match vested?
The vesting schedule for the Lake Sunapee Home Care and Hospice ERISA 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lake Sunapee Home Care and Hospice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Lake Sunapee Home Care and Hospice.
I left Lake Sunapee Home Care and Hospice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lake Sunapee Home Care and Hospice, (603) 526-4077) or the recordkeeper, The Vanguard Group, Inc.. The Lake Sunapee Home Care and Hospice old 401(k) page lists the contacts from every plan filing. Find an old Lake Sunapee Home Care and Hospice 401(k)
Data from the public Form 5500 annual reports Lake Sunapee Home Care and Hospice 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 Lake Sunapee Home Care and Hospice. Not financial advice. Report a correction · Methodology