Presbyterian Homes and Services 403(b) match, vesting and fees
What Presbyterian Homes and Services' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Presbyterian Homes and Services: employer contribution per participant | $0 | |
| Peer median | $1,358 |
| Presbyterian Homes and Services: average balance | $37,582 | |
| Peer median | $44,442 |
| Presbyterian Homes and Services: admin expenses ÷ assets | <0.01% | |
| 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 $103M at the end of plan year 2021 to $122M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,914 | $122M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 8,576 | $104M | $0 | $0 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 8,343 | $86.6M | $16K | $5 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 7,936 | $103M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Other Presbyterian Homes and Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Presbyterian Homes and Services Employees Retirement Savings and Investment 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Presbyterian Homes and Services match 401(k) contributions?
The match terms for the Presbyterian Homes and Services Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Presbyterian Homes and Services 401(k) match vested?
The vesting schedule for the Presbyterian Homes and Services Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Presbyterian Homes and Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Presbyterian Homes and Services.
I left Presbyterian Homes and Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Presbyterian Homes and Services, (651) 631-6182) or the recordkeeper, American United Life Insurance Co. The Presbyterian Homes and Services old 401(k) page lists the contacts from every plan filing. Find an old Presbyterian Homes and Services 401(k)
Data from the public Form 5500 annual reports Presbyterian Homes and Services 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 Presbyterian Homes and Services. Not financial advice. Report a correction · Methodology