Mental Health Services of Erie 401(k) match, vesting and fees
What Mental Health Services of Erie'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 | UBS Financial Services, Inc. | Schedule C ↗ |
| Independent auditor | Dopkins & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Mental Health Services of Erie: employer contribution per participant | $1,481 | |
| Peer median | $1,468 |
| Mental Health Services of Erie: average balance | $34,212 | |
| Peer median | $37,786 |
| Mental Health Services of Erie: admin expenses ÷ assets | 0.11% | |
| 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 $14.5M at the end of plan year 2021 to $14.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 445 | $14.8M | $641K | $1,481 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 399 | $13.5M | $601K | $1,556 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 410 | $12M | $660K | $1,651 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 507 | $14.5M | $762K | $1,530 | 0.47% | Not published | Form 5500 ↗ |
Common questions
Does Mental Health Services of Erie match 401(k) contributions?
The match terms for the Spectrum Health and Human Services Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $641K in employer contributions, about $1,481 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mental Health Services of Erie 401(k) match vested?
The vesting schedule for the Spectrum Health and Human Services Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mental Health Services of Erie 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is UBS Financial Services, Inc.. The plan administrator is Mental Health Services of Erie.
I left Mental Health Services of Erie. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mental Health Services of Erie, (716) 539-6366) or the recordkeeper, UBS Financial Services, Inc.. The Mental Health Services of Erie old 401(k) page lists the contacts from every plan filing. Find an old Mental Health Services of Erie 401(k)
Data from the public Form 5500 annual reports Mental Health Services of Erie 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 Mental Health Services of Erie. Not financial advice. Report a correction · Methodology