Oconomowoc Residential Programs 401(k) match, vesting and fees
What Oconomowoc Residential Programs' 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, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (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.
| Oconomowoc Residential Programs: employer contribution per participant | $80 | |
| Peer median | $1,358 |
| Oconomowoc Residential Programs: average balance | $18,157 | |
| Peer median | $44,442 |
| Oconomowoc Residential Programs: admin expenses ÷ assets | 0.86% | |
| 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 $32.9M at the end of plan year 2021 to $39.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,210 | $39.3M | $173K | $80 | 0.86% | Not published | Form 5500 ↗ |
| 2023 | 2,072 | $34.4M | — | — | 0.97% | Not published | Form 5500 ↗ |
| 2022 | 2,073 | $28.1M | — | — | 1.03% | Not published | Form 5500 ↗ |
| 2021 | 2,204 | $32.9M | — | — | 1.28% | Not published | Form 5500 ↗ |
Other Oconomowoc Residential Programs plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mypath Employee Stock Ownership Plan
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.
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Oconomowoc Residential Programs match 401(k) contributions?
The match terms for the Mypath 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $173K in employer contributions, about $80 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oconomowoc Residential Programs 401(k) match vested?
The vesting schedule for the Mypath 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oconomowoc Residential Programs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Oconomowoc Residential Programs, Inc..
I left Oconomowoc Residential Programs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oconomowoc Residential Programs, Inc., (262) 569-5515) or the recordkeeper, Newport Group, Inc.. The Oconomowoc Residential Programs old 401(k) page lists the contacts from every plan filing. Find an old Oconomowoc Residential Programs 401(k)
Data from the public Form 5500 annual reports Oconomowoc Residential Programs 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 Oconomowoc Residential Programs. Not financial advice. Report a correction · Methodology