San Luis Valley Health 403(b) match, vesting and fees
What San Luis Valley Health'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| San Luis Valley Health: employer contribution per participant | $1,252 | |
| Peer median | $1,337 |
| San Luis Valley Health: average balance | $70,876 | |
| Peer median | $35,764 |
| San Luis Valley Health: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.32% |
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 $33.1M at the end of plan year 2021 to $36.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 872 | $36.8M | $650K | $1,252 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 831 | $32.1M | $632K | $1,228 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 856 | $27.8M | $634K | $1,166 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 893 | $33.1M | $743K | $1,292 | 0.28% | Not published | Form 5500 ↗ |
Other San Luis Valley Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
San Luis Valley Health Money Purchase 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does San Luis Valley Health match 401(k) contributions?
The match terms for the San Luis Valley Health 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $650K in employer contributions, about $1,252 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Luis Valley Health 401(k) match vested?
The vesting schedule for the San Luis Valley Health 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Luis Valley Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is San Luis Valley Health.
I left San Luis Valley Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Luis Valley Health, (719) 587-6345) or the recordkeeper, Principal Life Insurance Company. The San Luis Valley Health old 401(k) page lists the contacts from every plan filing. Find an old San Luis Valley Health 401(k)
Data from the public Form 5500 annual reports San Luis Valley Health 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 San Luis Valley Health. Not financial advice. Report a correction · Methodology