New Lexington Clinic, P.S.C. 401(k) match, vesting and fees
What New Lexington Clinic, P.S.C.'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cherry Bekaert, 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| New Lexington Clinic, P.S.C.: employer contribution per participant | $4,167 | |
| Peer median | $1,358 |
| New Lexington Clinic, P.S.C.: average balance | $158,767 | |
| Peer median | $44,442 |
| New Lexington Clinic, P.S.C.: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.21% |
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 $246M at the end of plan year 2021 to $295M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,000 | $295M | $7.8M | $4,167 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,992 | $251M | $6.2M | $3,354 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,500 | $199M | $5.4M | $3,946 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,274 | $246M | $5.1M | $4,210 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does New Lexington Clinic, P.S.C. match 401(k) contributions?
The match terms for the New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $7.8M in employer contributions, about $4,167 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New Lexington Clinic, P.S.C. 401(k) match vested?
The vesting schedule for the New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New Lexington Clinic, P.S.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is New Lexington Clinic, P.S.C..
I left New Lexington Clinic, P.S.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New Lexington Clinic, P.S.C., (859) 258-4000) or the recordkeeper, Fidelity Investments Institutional. The New Lexington Clinic, P.S.C. old 401(k) page lists the contacts from every plan filing. Find an old New Lexington Clinic, P.S.C. 401(k)
Data from the public Form 5500 annual reports New Lexington Clinic, P.S.C. 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 New Lexington Clinic, P.S.C.. Not financial advice. Report a correction · Methodology