Louise W. Eggleston Center 401(k) match, vesting and fees
What Louise W. Eggleston Center'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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Charles W. Snader, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Louise W. Eggleston Center: employer contribution per participant | $519 | |
| Peer median | $2,521 |
| Louise W. Eggleston Center: average balance | $8,700 | |
| Peer median | $75,833 |
| Louise W. Eggleston Center: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.27% |
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 $3M at the end of plan year 2021 to $3.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 585 | $3.1M | $187K | $519 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 540 | $2.9M | $354K | $1,102 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 522 | $2.3M | $216K | $674 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 538 | $3M | $248K | $943 | 0.64% | Not published | Form 5500 ↗ |
Other Louise W. Eggleston Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Eggleston Services 401(k) Plan
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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Charles W. Snader, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Louise W. Eggleston Center match 401(k) contributions?
The match terms for the Eggleston Special Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $187K in employer contributions, about $519 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Louise W. Eggleston Center 401(k) match vested?
The vesting schedule for the Eggleston Special Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Louise W. Eggleston Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Louise W. Eggleston Center, Inc..
I left Louise W. Eggleston Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Louise W. Eggleston Center, Inc., (787) 858-8011) or the recordkeeper, John Hancock Life Insurance Company. The Louise W. Eggleston Center old 401(k) page lists the contacts from every plan filing. Find an old Louise W. Eggleston Center 401(k)
Data from the public Form 5500 annual reports Louise W. Eggleston Center 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 Louise W. Eggleston Center. Not financial advice. Report a correction · Methodology