McAlister Institute for Treatment & Education 401(k) match, vesting and fees
What McAlister Institute for Treatment & Education'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 | Nationwide | Schedule C ↗ |
| Independent auditor | Ling & Bouman Cpa'S LLP (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| McAlister Institute for Treatment & Education: employer contribution per participant | $2,040 | |
| Peer median | $1,468 |
| McAlister Institute for Treatment & Education: average balance | $30,508 | |
| Peer median | $37,786 |
| McAlister Institute for Treatment & Education: admin expenses ÷ assets | 1.03% | |
| Peer median | 0.39% |
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 $3.5M at the end of plan year 2021 to $7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 460 | $7M | $471K | $2,040 | 1.03% | Not published | Form 5500 ↗ |
| 2023 | 485 | $5.6M | $414K | $1,926 | 0.89% | Not published | Form 5500 ↗ |
| 2022 | 459 | $4.5M | $372K | $1,999 | 1.05% | Not published | Form 5500 ↗ |
| 2021 | 444 | $3.5M | $335K | $1,885 | 1.14% | Not published | Form 5500 ↗ |
Common questions
Does McAlister Institute for Treatment & Education match 401(k) contributions?
The match terms for the Mcalister Benefit Plan have not been published from its filing yet. The plan year 2024 filing reports $471K in employer contributions, about $2,040 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McAlister Institute for Treatment & Education 401(k) match vested?
The vesting schedule for the Mcalister Benefit Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McAlister Institute for Treatment & Education 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Mcalister Institute for Treatment & Education, Inc..
I left McAlister Institute for Treatment & Education. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mcalister Institute for Treatment & Education, Inc., (619) 442-0277) or the recordkeeper, Nationwide. The McAlister Institute for Treatment & Education old 401(k) page lists the contacts from every plan filing. Find an old McAlister Institute for Treatment & Education 401(k)
Data from the public Form 5500 annual reports McAlister Institute for Treatment & Education 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 McAlister Institute for Treatment & Education. Not financial advice. Report a correction · Methodology