Phoenix Houses of California 403(b) match, vesting and fees
What Phoenix Houses of California'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 | T. Rowe Price | 2023 Schedule C ↗ |
| Independent auditor | Farber Haas Hurley 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 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Phoenix Houses of California: employer contribution per participant | $2,131 | |
| Peer median | $1,803 |
| Phoenix Houses of California: average balance | $32,894 | |
| Peer median | $48,934 |
| Phoenix Houses of California: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.31% |
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 $6.4M at the end of plan year 2021 to $5.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 445 | $5.4M | $347K | $2,131 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 513 | $4.5M | $333K | $1,643 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 516 | $5.6M | $344K | $1,280 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 478 | $6.4M | $348K | $1,580 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Phoenix Houses of California match 401(k) contributions?
The match terms for the The Phoenix House of California 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $347K in employer contributions, about $2,131 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phoenix Houses of California 401(k) match vested?
The vesting schedule for the The Phoenix House of California 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phoenix Houses of California 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is T. Rowe Price. The plan administrator is Phoenix Houses of California Inc..
I left Phoenix Houses of California. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phoenix Houses of California Inc., (714) 323-5673) or the recordkeeper, T. Rowe Price. The Phoenix Houses of California old 401(k) page lists the contacts from every plan filing. Find an old Phoenix Houses of California 401(k)
Data from the public Form 5500 annual reports Phoenix Houses of California 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 Phoenix Houses of California. Not financial advice. Report a correction · Methodology