Sma Healthcare 403(b) match, vesting and fees
What Sma Healthcare'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 | James Moore (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Sma Healthcare: employer contribution per participant | $1,414 | |
| Peer median | $1,775 |
| Sma Healthcare: average balance | $26,196 | |
| Peer median | $48,211 |
| Sma Healthcare: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.25% |
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 $16.8M at the end of plan year 2021 to $25.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,217 | $25.6M | $1.4M | $1,414 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 1,179 | $22.5M | $1.1M | $1,137 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 1,101 | $19.5M | $954K | $1,154 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 948 | $16.8M | $771K | $1,098 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Sma Healthcare match 401(k) contributions?
The match terms for the Sma Healthcare, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $1,414 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sma Healthcare 401(k) match vested?
The vesting schedule for the Sma Healthcare, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sma Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Sma Healthcare, Inc..
I left Sma Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sma Healthcare, Inc., (386) 236-1694) or the recordkeeper, Principal Life Insurance Company. The Sma Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Sma Healthcare 401(k)
Data from the public Form 5500 annual reports Sma Healthcare 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 Sma Healthcare. Not financial advice. Report a correction · Methodology