Sharp Rees-Stealy Medical Group 401(k) match, vesting and fees
What Sharp Rees-Stealy Medical Group'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 | Nwps | Schedule C ↗ |
| Independent auditor | Lavine, Lofgren, Morris & Engelberg (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.
| Sharp Rees-Stealy Medical Group: employer contribution per participant | $8,225 | |
| Peer median | $1,337 |
| Sharp Rees-Stealy Medical Group: average balance | $321,874 | |
| Peer median | $35,764 |
| Sharp Rees-Stealy Medical Group: admin expenses ÷ assets | 0.20% | |
| 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 $109M at the end of plan year 2021 to $246M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 917 | $246M | $6.3M | $8,225 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 737 | $214M | $5.8M | $7,905 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 515 | $90.1M | $5.5M | $14,756 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 511 | $109M | $5M | $14,098 | 0.40% | Not published | Form 5500 ↗ |
Other Sharp Rees-Stealy Medical Group plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sharp Rees-Stealy Medical Group, Inc. Money Purchase 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.
| Recordkeeper | Nwps | Schedule C ↗ |
| Independent auditor | Lavine, Lofgren, Morris & Engelberg (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Sharp Rees-Stealy Medical Group, Inc. 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.
| Recordkeeper | Mg Trust Company D/B/A Matrix Trust | Schedule C ↗ |
| Independent auditor | Lavine, Lofgren, Morris & Engelberg (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Sharp Rees-Stealy Medical Group, Inc. 401(k) Retirement Savings 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 | Tri-Ad Actuaries, Inc. | Schedule C ↗ |
| Independent auditor | Lavine, Lofgren, Morris & Engelberg (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Sharp Rees-Stealy Medical Group match 401(k) contributions?
The match terms for the Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $6.3M in employer contributions, about $8,225 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sharp Rees-Stealy Medical Group 401(k) match vested?
The vesting schedule for the Sharp Rees-Stealy Medical Group, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sharp Rees-Stealy Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nwps. The plan administrator is Plan Committee.
I left Sharp Rees-Stealy Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plan Committee, (858) 262-6666) or the recordkeeper, Nwps. The Sharp Rees-Stealy Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Sharp Rees-Stealy Medical Group 401(k)
Data from the public Form 5500 annual reports Sharp Rees-Stealy Medical Group 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 Sharp Rees-Stealy Medical Group. Not financial advice. Report a correction · Methodology