Phi D/B/A Presbyterian Senior Living 403(b) match, vesting and fees
What Phi D/B/A Presbyterian Senior Living's 403(b) 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 | Conrad Siegel Actuaries | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Phi D/B/A Presbyterian Senior Living: employer contribution per participant | $1,822 | |
| Peer median | $1,537 |
| Phi D/B/A Presbyterian Senior Living: average balance | $34,309 | |
| Peer median | $56,476 |
| Phi D/B/A Presbyterian Senior Living: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.19% |
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 $27.3M at the end of plan year 2021 to $37.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,668 | $37.4M | $2M | $1,822 | 0.60% | Not published | Form 5500 ↗ |
| 2024 | 2,606 | $31.9M | $1.7M | $1,690 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 2,610 | $25.7M | — | — | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 2,167 | $22.6M | — | — | 0.51% | Not published | Form 5500 ↗ |
| 2021 | 2,145 | $27.3M | — | — | 0.52% | Not published | Form 5500 ↗ |
Other Phi D/B/A Presbyterian Senior Living plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Presbyterian Senior Living Defined Contribution Retirement 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 | Conrad Siegel Actuaries | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Phi D/B/A Presbyterian Senior Living match 401(k) contributions?
The match terms for the Presbyterian Senior Living 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $1,822 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phi D/B/A Presbyterian Senior Living 401(k) match vested?
The vesting schedule for the Presbyterian Senior Living 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phi D/B/A Presbyterian Senior Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Conrad Siegel Actuaries. The plan administrator is Phi D/B/A Presbyterian Senior Living.
I left Phi D/B/A Presbyterian Senior Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phi D/B/A Presbyterian Senior Living, (717) 502-8840) or the recordkeeper, Conrad Siegel Actuaries. The Phi D/B/A Presbyterian Senior Living old 401(k) page lists the contacts from every plan filing. Find an old Phi D/B/A Presbyterian Senior Living 401(k)
Data from the public Form 5500 annual reports Phi D/B/A Presbyterian Senior Living 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 Phi D/B/A Presbyterian Senior Living. Not financial advice. Report a correction · Methodology