Patient Advocate Foundation 401(k) match, vesting and fees
What Patient Advocate Foundation'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 | Davenport & Company LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Patient Advocate Foundation: employer contribution per participant | $2,433 | |
| Peer median | $1,890 |
| Patient Advocate Foundation: average balance | $83,387 | |
| Peer median | $56,033 |
| Patient Advocate Foundation: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.37% |
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 $10.5M at the end of plan year 2021 to $17.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 247 | $17.6M | $513K | $2,433 | 0.28% | Not published | Form 5500 ↗ |
| 2024 | 262 | $14.9M | $512K | $2,336 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 298 | $12.3M | $504K | $1,909 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 286 | $9.7M | $484K | $1,942 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 256 | $10.5M | $440K | $1,964 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Patient Advocate Foundation match 401(k) contributions?
The match terms for the Paf 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $513K in employer contributions, about $2,433 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Patient Advocate Foundation 401(k) match vested?
The vesting schedule for the Paf 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Patient Advocate Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Davenport & Company LLC. The plan administrator is Patient Advocate Foundation.
I left Patient Advocate Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Patient Advocate Foundation, (757) 952-1363) or the recordkeeper, Davenport & Company LLC. The Patient Advocate Foundation old 401(k) page lists the contacts from every plan filing. Find an old Patient Advocate Foundation 401(k)
Data from the public Form 5500 annual reports Patient Advocate Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Patient Advocate Foundation. Not financial advice. Report a correction · Methodology