North East Medical Services 401(k) match, vesting and fees
What North East Medical Services' 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 / Newport Trust Co. | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (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.
| North East Medical Services: employer contribution per participant | $6,013 | |
| Peer median | $1,358 |
| North East Medical Services: average balance | $119,277 | |
| Peer median | $44,442 |
| North East Medical Services: admin expenses ÷ assets | 0.13% | |
| 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 $126M at the end of plan year 2021 to $175M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,484 | $175M | $8.8M | $6,013 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 1,389 | $144M | $7.5M | $5,666 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 1,437 | $111M | $5.4M | $3,965 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 1,232 | $126M | $4.4M | $3,758 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does North East Medical Services match 401(k) contributions?
The match terms for the North East Medical Services Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $8.8M in employer contributions, about $6,013 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the North East Medical Services 401(k) match vested?
The vesting schedule for the North East Medical Services Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the North East Medical Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group / Newport Trust Co.. The plan administrator is North East Medical Services.
I left North East Medical Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (North East Medical Services, (415) 391-9686) or the recordkeeper, Newport Group / Newport Trust Co.. The North East Medical Services old 401(k) page lists the contacts from every plan filing. Find an old North East Medical Services 401(k)
Data from the public Form 5500 annual reports North East Medical Services 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 North East Medical Services. Not financial advice. Report a correction · Methodology