Longwood at Oakmont 403(b) match, vesting and fees
What Longwood at Oakmont'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 | 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Longwood at Oakmont: employer contribution per participant | $172 | |
| Peer median | $1,337 |
| Longwood at Oakmont: average balance | $9,689 | |
| Peer median | $35,764 |
| Longwood at Oakmont: admin expenses ÷ assets | 0.45% | |
| 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 $4M at the end of plan year 2021 to $5.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 753 | $5.9M | $105K | $172 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 287 | $3.3M | $68K | $456 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 293 | $3.3M | $60K | $383 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 372 | $4M | $57K | $262 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Longwood at Oakmont match 401(k) contributions?
The match terms for the Presbyterian Seniorcare Network Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $105K in employer contributions, about $172 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Longwood at Oakmont 401(k) match vested?
The vesting schedule for the Presbyterian Seniorcare Network Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Longwood at Oakmont 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Longwood at Oakmont, Inc..
I left Longwood at Oakmont. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Longwood at Oakmont, Inc., (814) 314-1717) or the recordkeeper, The Vanguard Group, Inc.. The Longwood at Oakmont old 401(k) page lists the contacts from every plan filing. Find an old Longwood at Oakmont 401(k)
Data from the public Form 5500 annual reports Longwood at Oakmont 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 Longwood at Oakmont. Not financial advice. Report a correction · Methodology