Longstreet Clinic 401(k) match, vesting and fees
What Longstreet Clinic'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Longstreet Clinic: employer contribution per participant | $5,856 | |
| Peer median | $1,337 |
| Longstreet Clinic: average balance | $165,169 | |
| Peer median | $35,764 |
| Longstreet Clinic: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.32% |
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 $141M at the end of plan year 2021 to $143M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 876 | $143M | $5.1M | $5,856 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 766 | $132M | $4.7M | $6,426 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 811 | $119M | $4.5M | $5,659 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 736 | $141M | $4.1M | $5,739 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Longstreet Clinic match 401(k) contributions?
The match terms for the The Longstreet Clinic, P. C. 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $5,856 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Longstreet Clinic 401(k) match vested?
The vesting schedule for the The Longstreet Clinic, P. C. 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Longstreet Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is The Longstreet Clinic, P.C..
I left Longstreet Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Longstreet Clinic, P.C., (770) 718-1122) or the recordkeeper, Voya Retirement Insurance & Annuity. The Longstreet Clinic old 401(k) page lists the contacts from every plan filing. Find an old Longstreet Clinic 401(k)
Data from the public Form 5500 annual reports Longstreet Clinic 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 Longstreet Clinic. Not financial advice. Report a correction · Methodology