Otis Health Care Center 401(k) match, vesting and fees
What Otis Health Care Center'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Baker Newman & Noyes (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Otis Health Care Center: employer contribution per participant | $1,746 | |
| Peer median | $1,468 |
| Otis Health Care Center: average balance | $93,309 | |
| Peer median | $37,786 |
| Otis Health Care Center: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.39% |
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 $20.3M at the end of plan year 2021 to $26.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 290 | $26.2M | $491K | $1,746 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 285 | $22.6M | $438K | $1,599 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 259 | $18.3M | $377K | $1,531 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 261 | $20.3M | $345K | $1,436 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Otis Health Care Center match 401(k) contributions?
The match terms for the Otis Health Care Center 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $491K in employer contributions, about $1,746 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Otis Health Care Center 401(k) match vested?
The vesting schedule for the Otis Health Care Center 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Otis Health Care Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Otis Health Care Center.
I left Otis Health Care Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Otis Health Care Center, (802) 365-3601) or the recordkeeper, Voya Retirement Insurance & Annuity. The Otis Health Care Center old 401(k) page lists the contacts from every plan filing. Find an old Otis Health Care Center 401(k)
Data from the public Form 5500 annual reports Otis Health Care Center 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 Otis Health Care Center. Not financial advice. Report a correction · Methodology