Meritage Healthcare 401(k) match, vesting and fees
What Meritage Healthcare'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Meritage Healthcare: employer contribution per participant | $899 | |
| Peer median | $2,521 |
| Meritage Healthcare: average balance | $57,576 | |
| Peer median | $75,833 |
| Meritage Healthcare: admin expenses ÷ assets | 0.41% | |
| 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 $8.6M at the end of plan year 2021 to $8.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 372 | $8.5M | $133K | $899 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 304 | $8M | $157K | $1,258 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 318 | $7.1M | $202K | $1,336 | 0.76% | Not published | Form 5500 ↗ |
| 2021 | 329 | $8.6M | $229K | $1,441 | 0.73% | Not published | Form 5500 ↗ |
Common questions
Does Meritage Healthcare match 401(k) contributions?
The match terms for the Meritage Healthcare, LLC 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $133K in employer contributions, about $899 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Meritage Healthcare 401(k) match vested?
The vesting schedule for the Meritage Healthcare, LLC 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Meritage Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Meritage Healthcare, LLC.
I left Meritage Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Meritage Healthcare, LLC, (863) 287-2756) or the recordkeeper, Newport Group, Inc.. The Meritage Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Meritage Healthcare 401(k)
Data from the public Form 5500 annual reports Meritage Healthcare 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 Meritage Healthcare. Not financial advice. Report a correction · Methodology