New Vista Behavioral Healthcare 401(k) match, vesting and fees
What New Vista Behavioral 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Deming, Malone, Livesay & Ostroff (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| New Vista Behavioral Healthcare: employer contribution per participant | $2,318 | |
| Peer median | $1,337 |
| New Vista Behavioral Healthcare: average balance | $19,877 | |
| Peer median | $35,764 |
| New Vista Behavioral Healthcare: admin expenses ÷ assets | 1.43% | |
| Peer median | 0.32% |
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 $4.3M at the end of plan year 2021 to $10.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 960 | $10.1M | $1.2M | $2,318 | 1.43% | Not published | Form 5500 ↗ |
| 2023 | 922 | $7.5M | $1M | $2,109 | 1.37% | Not published | Form 5500 ↗ |
| 2022 | 741 | $4.8M | $791K | $2,071 | 1.32% | Not published | Form 5500 ↗ |
| 2021 | 735 | $4.3M | $642K | $1,662 | 0.68% | Not published | Form 5500 ↗ |
Common questions
Does New Vista Behavioral Healthcare match 401(k) contributions?
The match terms for the New Vista Behavioral Healthcare, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,318 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New Vista Behavioral Healthcare 401(k) match vested?
The vesting schedule for the New Vista Behavioral Healthcare, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New Vista Behavioral Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is New Vista Behavioral Healthcare, Inc..
I left New Vista Behavioral Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New Vista Behavioral Healthcare, Inc., (859) 253-1686) or the recordkeeper, Transamerica Retirement Solutions. The New Vista Behavioral Healthcare old 401(k) page lists the contacts from every plan filing. Find an old New Vista Behavioral Healthcare 401(k)
Data from the public Form 5500 annual reports New Vista Behavioral 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 New Vista Behavioral Healthcare. Not financial advice. Report a correction · Methodology