Society of St. Vincent de Paul of Waukesha County 401(k) match, vesting and fees
What Society of St. Vincent de Paul of Waukesha County'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 | John Hancock Life Insurance Company | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Society of St. Vincent de Paul of Waukesha County: employer contribution per participant | $444 | |
| Peer median | $1,216 |
| Society of St. Vincent de Paul of Waukesha County: average balance | $8,429 | |
| Peer median | $50,590 |
| Society of St. Vincent de Paul of Waukesha County: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.43% |
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 $413K at the end of plan year 2021 to $1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $1M | $53K | $444 | 0.14% | Not published | 5500-SF ↗ |
| 2023 | 123 | $854K | — | — | 0.80% | Not published | Form 5500 ↗ |
| 2022 | 134 | $617K | $50K | $481 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 118 | $413K | — | — | 0.60% | Not published | 5500-SF ↗ |
Common questions
Does Society of St. Vincent de Paul of Waukesha County match 401(k) contributions?
The match terms for the St. Vincent de Paul Waukesha Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $53K in employer contributions, about $444 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Society of St. Vincent de Paul of Waukesha County 401(k) match vested?
The vesting schedule for the St. Vincent de Paul Waukesha Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Society of St. Vincent de Paul of Waukesha County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is John Hancock Life Insurance Company. The plan administrator is Society of St. Vincent de Paul of Waukesha County, Inc..
I left Society of St. Vincent de Paul of Waukesha County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Society of St. Vincent de Paul of Waukesha County, Inc., (262) 547-3281) or the recordkeeper, John Hancock Life Insurance Company. The Society of St. Vincent de Paul of Waukesha County old 401(k) page lists the contacts from every plan filing. Find an old Society of St. Vincent de Paul of Waukesha County 401(k)
Data from the public Form 5500 annual reports Society of St. Vincent de Paul of Waukesha County 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 Society of St. Vincent de Paul of Waukesha County. Not financial advice. Report a correction · Methodology