Northern Rivers Family Services 401(k) match, vesting and fees
What Northern Rivers Family 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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Bonadio & Co., 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.
| Northern Rivers Family Services: employer contribution per participant | $1,287 | |
| Peer median | $1,358 |
| Northern Rivers Family Services: average balance | $27,662 | |
| Peer median | $44,442 |
| Northern Rivers Family Services: admin expenses ÷ assets | 0.37% | |
| 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 $40.3M at the end of plan year 2021 to $61.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,214 | $61.1M | $2.8M | $1,287 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 2,306 | $53M | $2.7M | $1,174 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 2,130 | $46.7M | $2.2M | $1,076 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 2,086 | $40.3M | $1.5M | $727 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Northern Rivers Family Services match 401(k) contributions?
The match terms for the Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.8M in employer contributions, about $1,287 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northern Rivers Family Services 401(k) match vested?
The vesting schedule for the Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northern Rivers Family Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Northern Rivers Family Services, Inc..
I left Northern Rivers Family Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northern Rivers Family Services, Inc., (518) 407-1130) or the recordkeeper, Epic Retirement Plan Services. The Northern Rivers Family Services old 401(k) page lists the contacts from every plan filing. Find an old Northern Rivers Family Services 401(k)
Data from the public Form 5500 annual reports Northern Rivers Family 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 Northern Rivers Family Services. Not financial advice. Report a correction · Methodology