Montgomery County, MD 403(b) match, vesting and fees
What Montgomery County, MD's 403(b) 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Gelman, Rosenberg & Freedman, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Montgomery County, MD: employer contribution per participant | $1,877 | |
| Peer median | $1,468 |
| Montgomery County, MD: average balance | $59,741 | |
| Peer median | $37,786 |
| Montgomery County, MD: admin expenses ÷ assets | 0.49% | |
| 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 $3.8M at the end of plan year 2021 to $6.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 109 | $6.3M | $199K | $1,877 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 117 | $5.6M | $167K | $1,478 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 110 | $4.6M | $179K | $1,624 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 115 | $3.8M | $152K | $1,386 | 0.83% | Not published | Form 5500 ↗ |
Common questions
Does Montgomery County, MD match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc have not been published from its filing yet. The plan year 2024 filing reports $199K in employer contributions, about $1,877 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Montgomery County, MD 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc is not in the data published so far. Your Summary Plan Description states it.
Who manages the Montgomery County, MD 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Montgomery County, Md, Inc.
I left Montgomery County, MD. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Montgomery County, Md, Inc, (301) 628-3436) or the recordkeeper, Voya Retirement Insurance & Annuity. The Montgomery County, MD old 401(k) page lists the contacts from every plan filing. Find an old Montgomery County, MD 401(k)
Data from the public Form 5500 annual reports Montgomery County, MD 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 Montgomery County, MD. Not financial advice. Report a correction · Methodology