Sisters of Saint Francis of Dubuque 401(k) match, vesting and fees
What Sisters of Saint Francis of Dubuque'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 | July Business Services LLC | Schedule C ↗ |
| Independent auditor | Eide Bailly 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Sisters of Saint Francis of Dubuque: employer contribution per participant | $1,486 | |
| Peer median | $1,803 |
| Sisters of Saint Francis of Dubuque: average balance | $41,616 | |
| Peer median | $48,934 |
| Sisters of Saint Francis of Dubuque: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.31% |
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 $6.3M at the end of plan year 2021 to $8.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 234 | $8.8M | $315K | $1,486 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 227 | $7.5M | $310K | $1,478 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 229 | $6.1M | $289K | $1,431 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 230 | $6.3M | $260K | $1,280 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Sisters of Saint Francis of Dubuque match 401(k) contributions?
The match terms for the Sisters of St. Francis Employees' Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $315K in employer contributions, about $1,486 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sisters of Saint Francis of Dubuque 401(k) match vested?
The vesting schedule for the Sisters of St. Francis Employees' Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sisters of Saint Francis of Dubuque 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services LLC. The plan administrator is Sisters of Saint Francis of Dubuque.
I left Sisters of Saint Francis of Dubuque. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sisters of Saint Francis of Dubuque, (563) 583-9786) or the recordkeeper, July Business Services LLC. The Sisters of Saint Francis of Dubuque old 401(k) page lists the contacts from every plan filing. Find an old Sisters of Saint Francis of Dubuque 401(k)
Data from the public Form 5500 annual reports Sisters of Saint Francis of Dubuque 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 Sisters of Saint Francis of Dubuque. Not financial advice. Report a correction · Methodology