Pines of Sarasota Healthcare 401(k) match, vesting and fees
What Pines of Sarasota Healthcare'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Walters & Associates, Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Pines of Sarasota Healthcare: employer contribution per participant | $420 | |
| Peer median | $1,468 |
| Pines of Sarasota Healthcare: average balance | $27,619 | |
| Peer median | $37,786 |
| Pines of Sarasota Healthcare: admin expenses ÷ assets | 0.70% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 360 | $5.7M | $86K | $420 | 0.70% | Not published | Form 5500 ↗ |
Common questions
Does Pines of Sarasota Healthcare match 401(k) contributions?
The match terms for the Pines of Sarasota Healthcare, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $86K in employer contributions, about $420 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pines of Sarasota Healthcare 401(k) match vested?
The vesting schedule for the Pines of Sarasota Healthcare, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pines of Sarasota Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Pines of Sarasota Healthcare, LLC.
I left Pines of Sarasota Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pines of Sarasota Healthcare, LLC, (941) 365-0250) or the recordkeeper, Valic Retirement Services Company. The Pines of Sarasota Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Pines of Sarasota Healthcare 401(k)
Data from the public Form 5500 annual reports Pines of Sarasota Healthcare filed with the U.S. Department of Labor (plan years 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 Pines of Sarasota Healthcare. Not financial advice. Report a correction · Methodology