Sidney Health Center 403(b) match, vesting and fees
What Sidney Health Center'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 | Capital Group Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,671 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Sidney Health Center: employer contribution per participant | $1,942 | |
| Peer median | $1,470 |
| Sidney Health Center: average balance | $83,958 | |
| Peer median | $37,795 |
| Sidney Health Center: admin expenses ÷ assets | 0.35% | |
| 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 went from $29.2M at the end of plan year 2023 to $32.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 686 | $32.1M | $742K | $1,942 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 663 | $29.2M | $709K | $1,884 | 0.33% | Not published | Form 5500 ↗ |
Other Sidney Health Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sidney Health Center Employees 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.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Sidney Health Center match 401(k) contributions?
The match terms for the Sidney Health Center Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $742K in employer contributions, about $1,942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sidney Health Center 401(k) match vested?
The vesting schedule for the Sidney Health Center Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sidney Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs. The plan administrator is Sidney Health Center.
I left Sidney Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sidney Health Center, (406) 488-2108) or the recordkeeper, Capital Group Retirement Plan Svcs. The Sidney Health Center old 401(k) page lists the contacts from every plan filing. Find an old Sidney Health Center 401(k)
Data from the public Form 5500 annual reports Sidney Health Center filed with the U.S. Department of Labor (plan years 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 Sidney Health Center. Not financial advice. Report a correction · Methodology