Pella Regional Health Center 401(k) match, vesting and fees
What Pella Regional Health 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 | Fidelity Investments Institutional | 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Pella Regional Health Center: employer contribution per participant | $2,234 | |
| Peer median | $1,358 |
| Pella Regional Health Center: average balance | $89,829 | |
| Peer median | $44,442 |
| Pella Regional Health Center: admin expenses ÷ assets | 0.15% | |
| 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 $92.6M at the end of plan year 2021 to $102M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,184 | $102M | $2.5M | $2,234 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 1,114 | $90.9M | $2.2M | $2,046 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 1,025 | $79.2M | $2.5M | $2,501 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,034 | $92.6M | $2.1M | $2,140 | 0.21% | Not published | Form 5500 ↗ |
Other Pella Regional Health Center plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pella Regional Health Center Pre-Tax Savings 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Pella Regional Health Center Money Purchase 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pella Regional Health Center match 401(k) contributions?
The match terms for the Pella Regional Health Center 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $2,234 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pella Regional Health Center 401(k) match vested?
The vesting schedule for the Pella Regional Health Center 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pella Regional Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Pella Regional Health Center.
I left Pella Regional Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pella Regional Health Center, (641) 628-3150) or the recordkeeper, Fidelity Investments Institutional. The Pella Regional Health Center old 401(k) page lists the contacts from every plan filing. Find an old Pella Regional Health Center 401(k)
Data from the public Form 5500 annual reports Pella Regional Health 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 Pella Regional Health Center. Not financial advice. Report a correction · Methodology