Pinehurst Surgical Clinic 401(k) match, vesting and fees
What Pinehurst Surgical Clinic'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 | The Vanguard Group, Inc. | 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 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Pinehurst Surgical Clinic: employer contribution per participant | $4,794 | |
| Peer median | $1,438 |
| Pinehurst Surgical Clinic: average balance | $153,664 | |
| Peer median | $41,205 |
| Pinehurst Surgical Clinic: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.33% |
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 $84.3M at the end of plan year 2021 to $99.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 680 | $99.4M | $3.1M | $4,794 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 683 | $95.3M | $3.1M | $4,771 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 707 | $88M | $3.3M | $4,919 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 642 | $71.4M | $3.1M | $5,003 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 684 | $84.3M | $2.9M | $4,345 | 0.14% | Not published | Form 5500 ↗ |
Other Pinehurst Surgical Clinic plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pinehurst Surgical Clinic, P.A. Cash Balance Pension 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Pinehurst Surgical Clinic match 401(k) contributions?
The match terms for the Pinehurst Surgical Clinic, P. A. Retirement and Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $3.1M in employer contributions, about $4,794 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pinehurst Surgical Clinic 401(k) match vested?
The vesting schedule for the Pinehurst Surgical Clinic, P. A. Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pinehurst Surgical Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Pinehurst Surgical Clinic, P.A..
I left Pinehurst Surgical Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pinehurst Surgical Clinic, P.A., (910) 295-0201) or the recordkeeper, The Vanguard Group, Inc.. The Pinehurst Surgical Clinic old 401(k) page lists the contacts from every plan filing. Find an old Pinehurst Surgical Clinic 401(k)
Data from the public Form 5500 annual reports Pinehurst Surgical Clinic 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 Pinehurst Surgical Clinic. Not financial advice. Report a correction · Methodology