Lower Cape Fear Hospice 401(k) match, vesting and fees
What Lower Cape Fear Hospice'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Earney & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Lower Cape Fear Hospice: employer contribution per participant | $1,381 | |
| Peer median | $1,440 |
| Lower Cape Fear Hospice: average balance | $56,162 | |
| Peer median | $38,351 |
| Lower Cape Fear Hospice: admin expenses ÷ assets | 0.33% | |
| 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 $16.2M at the end of plan year 2021 to $24.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 601 | $24.1M | $594K | $1,381 | 0.33% | Not published | Form 5500 ↗ |
| 2024 | 592 | $20.7M | $510K | $1,215 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 433 | $17.7M | $519K | $1,202 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 400 | $15.2M | $460K | $1,156 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 465 | $16.2M | $445K | $1,241 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Lower Cape Fear Hospice match 401(k) contributions?
The match terms for the Lower Cape Fear Hospice, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $594K in employer contributions, about $1,381 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lower Cape Fear Hospice 401(k) match vested?
The vesting schedule for the Lower Cape Fear Hospice, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lower Cape Fear Hospice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Valic Retirement Services Company. The plan administrator is Lower Cape Fear Hospice, Inc..
I left Lower Cape Fear Hospice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lower Cape Fear Hospice, Inc., (910) 796-7954) or the recordkeeper, Valic Retirement Services Company. The Lower Cape Fear Hospice old 401(k) page lists the contacts from every plan filing. Find an old Lower Cape Fear Hospice 401(k)
Data from the public Form 5500 annual reports Lower Cape Fear 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 Lower Cape Fear Hospice. Not financial advice. Report a correction · Methodology