Logan Health 401(k) match, vesting and fees
What Logan 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Logan Health: employer contribution per participant | $3,284 | |
| Peer median | $1,895 |
| Logan Health: average balance | $88,417 | |
| Peer median | $71,034 |
| Logan Health: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.10% |
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 $415M at the end of plan year 2021 to $500M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,805 | $500M | $18.6M | $3,284 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 5,725 | $437M | $16.9M | $3,020 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 5,560 | $359M | $14.9M | $2,760 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 5,233 | $415M | $13.1M | $2,564 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Logan Health match 401(k) contributions?
The match terms for the Logan Health Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $18.6M in employer contributions, about $3,284 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Logan Health 401(k) match vested?
The vesting schedule for the Logan Health Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Logan Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Logan Health.
I left Logan Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Logan Health, (406) 752-1760) or the recordkeeper, The Vanguard Group, Inc.. The Logan Health old 401(k) page lists the contacts from every plan filing. Find an old Logan Health 401(k)
Data from the public Form 5500 annual reports Logan 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 Logan Health. Not financial advice. Report a correction · Methodology