Northpoint Senior Services 401(k) match, vesting and fees
What Northpoint Senior 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 | John Hancock | Schedule C ↗ |
| Independent auditor | Pease Bell Cpas, LLC (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.
| Northpoint Senior Services: employer contribution per participant | $149 | |
| Peer median | $1,358 |
| Northpoint Senior Services: average balance | $30,426 | |
| Peer median | $44,442 |
| Northpoint Senior Services: admin expenses ÷ assets | 0.50% | |
| 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 $41M at the end of plan year 2021 to $43.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,914 | $43.8M | $214K | $149 | 0.50% | Not published | Form 5500 ↗ |
| 2023 | 4,847 | $39.9M | $185K | $128 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 4,692 | $35.1M | $172K | $119 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 4,651 | $41M | $165K | $109 | 0.64% | Not published | Form 5500 ↗ |
Common questions
Does Northpoint Senior Services match 401(k) contributions?
The match terms for the Prestige Management Employee Plan have not been published from its filing yet. The plan year 2024 filing reports $214K in employer contributions, about $149 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northpoint Senior Services 401(k) match vested?
The vesting schedule for the Prestige Management Employee Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northpoint Senior Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Northpoint Senior Services, LLC.
I left Northpoint Senior Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northpoint Senior Services, LLC, (502) 429-8062) or the recordkeeper, John Hancock. The Northpoint Senior Services old 401(k) page lists the contacts from every plan filing. Find an old Northpoint Senior Services 401(k)
Data from the public Form 5500 annual reports Northpoint Senior 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 Northpoint Senior Services. Not financial advice. Report a correction · Methodology