Ohi West Medical Group II 401(k) match, vesting and fees
What Ohi West Medical Group II'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rivero Gordimer & Company PA (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.
| Ohi West Medical Group II: employer contribution per participant | $4,406 | |
| Peer median | $1,358 |
| Ohi West Medical Group II: average balance | $125,601 | |
| Peer median | $44,442 |
| Ohi West Medical Group II: admin expenses ÷ assets | 0.07% | |
| 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 $269M at the end of plan year 2023 to $314M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,650 | $314M | $11M | $4,406 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 2,497 | $269M | $10.6M | $4,404 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Ohi West Medical Group II match 401(k) contributions?
The match terms for the Florida Medical Clinic, LLC 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $11M in employer contributions, about $4,406 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohi West Medical Group II 401(k) match vested?
The vesting schedule for the Florida Medical Clinic, LLC 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohi West Medical Group II 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ohi West Medical Group II LLC.
I left Ohi West Medical Group II. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ohi West Medical Group II LLC, (813) 780-8774) or the recordkeeper, Fidelity Investments Institutional. The Ohi West Medical Group II old 401(k) page lists the contacts from every plan filing. Find an old Ohi West Medical Group II 401(k)
Data from the public Form 5500 annual reports Ohi West Medical Group II 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 Ohi West Medical Group II. Not financial advice. Report a correction · Methodology