Oak Crest Village 401(k) match, vesting and fees
What Oak Crest Village'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US 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 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Oak Crest Village: employer contribution per participant | $710 | |
| Peer median | $2,155 |
| Oak Crest Village: average balance | $23,314 | |
| Peer median | $66,935 |
| Oak Crest Village: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.08% |
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 $243M at the end of plan year 2021 to $295M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,949 | $295M | $9M | $710 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 15,102 | $260M | $8.6M | $622 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 14,598 | $215M | $7.8M | $598 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 13,560 | $243M | $15.2M | $1,283 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Oak Crest Village match 401(k) contributions?
The match terms for the Erickson Community 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $9M in employer contributions, about $710 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oak Crest Village 401(k) match vested?
The vesting schedule for the Erickson Community 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oak Crest Village 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Oak Crest Village, Inc..
I left Oak Crest Village. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oak Crest Village, Inc., (410) 402-2458) or the recordkeeper, Principal Life Insurance Company. The Oak Crest Village old 401(k) page lists the contacts from every plan filing. Find an old Oak Crest Village 401(k)
Data from the public Form 5500 annual reports Oak Crest Village 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 Oak Crest Village. Not financial advice. Report a correction · Methodology