Northern Counties Health Care 403(b) match, vesting and fees
What Northern Counties Health Care'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Northern Counties Health Care: employer contribution per participant | $864 | |
| Peer median | $1,337 |
| Northern Counties Health Care: average balance | $31,977 | |
| Peer median | $35,764 |
| Northern Counties Health Care: admin expenses ÷ assets | 0.40% | |
| 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 $22.6M at the end of plan year 2023 to $23.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 765 | $23.5M | $635K | $864 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 757 | $22.6M | $630K | $869 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Northern Counties Health Care match 401(k) contributions?
The match terms for the Northern Counties Health Care Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $635K in employer contributions, about $864 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northern Counties Health Care 401(k) match vested?
The vesting schedule for the Northern Counties Health Care Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northern Counties Health Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Northern Counties Health Care, Inc..
I left Northern Counties Health Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northern Counties Health Care, Inc., (802) 748-9405) or the recordkeeper, Valic Retirement Services Company. The Northern Counties Health Care old 401(k) page lists the contacts from every plan filing. Find an old Northern Counties Health Care 401(k)
Data from the public Form 5500 annual reports Northern Counties Health Care filed with the U.S. Department of Labor (plan years 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 Northern Counties Health Care. Not financial advice. Report a correction · Methodology