Serv Behavioral Health System 401(k) match, vesting and fees
What Serv Behavioral Health System'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 | Cliftonlarsonallen,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Serv Behavioral Health System: employer contribution per participant | $1,686 | |
| Peer median | $1,337 |
| Serv Behavioral Health System: average balance | $40,456 | |
| Peer median | $35,764 |
| Serv Behavioral Health System: admin expenses ÷ assets | 0.67% | |
| 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 $18.5M at the end of plan year 2021 to $27.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 880 | $27.6M | $1.2M | $1,686 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 917 | $25.3M | $1.6M | $2,131 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 982 | $21.9M | $1.8M | $2,126 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 866 | $18.5M | $1.3M | $1,870 | 0.79% | Not published | Form 5500 ↗ |
Other Serv Behavioral Health System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Serv Centers of New Jersey Tax Deferred Annuity 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 | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Serv Behavioral Health System match 401(k) contributions?
The match terms for the Serv Behavioral Health System 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Serv Behavioral Health System 401(k) match vested?
The vesting schedule for the Serv Behavioral Health System 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Serv Behavioral Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Futureplan Fiduciary Services.
I left Serv Behavioral Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services, (855) 711-5283) or the recordkeeper, The Vanguard Group, Inc.. The Serv Behavioral Health System old 401(k) page lists the contacts from every plan filing. Find an old Serv Behavioral Health System 401(k)
Data from the public Form 5500 annual reports Serv Behavioral Health System 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 Serv Behavioral Health System. Not financial advice. Report a correction · Methodology