Med One Capital Funding 401(k) match, vesting and fees
What Med One Capital Funding'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Hmbe, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Med One Capital Funding: employer contribution per participant | $1,325 | |
| Peer median | $1,772 |
| Med One Capital Funding: average balance | $33,537 | |
| Peer median | $60,900 |
| Med One Capital Funding: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.38% |
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 $9.3M at the end of plan year 2021 to $16.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 505 | $16.1M | $635K | $1,325 | 0.29% | Not published | Form 5500 ↗ |
| 2024 | 411 | $13.6M | $571K | $1,452 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 356 | $11.5M | $506K | $1,514 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 296 | $8.9M | $450K | $1,608 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 227 | $9.3M | $409K | $1,939 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Med One Capital Funding match 401(k) contributions?
The match terms for the Med One Capital Funding, LLC Plan have not been published from its filing yet. The plan year 2025 filing reports $635K in employer contributions, about $1,325 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Med One Capital Funding 401(k) match vested?
The vesting schedule for the Med One Capital Funding, LLC Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Med One Capital Funding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Med One Capital Funding, LLC.
I left Med One Capital Funding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Med One Capital Funding, LLC, (801) 619-6752) or the recordkeeper, The Vanguard Group, Inc.. The Med One Capital Funding old 401(k) page lists the contacts from every plan filing. Find an old Med One Capital Funding 401(k)
Data from the public Form 5500 annual reports Med One Capital Funding 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 Med One Capital Funding. Not financial advice. Report a correction · Methodology