Southeastern Regional Medical Center 403(b) match, vesting and fees
What Southeastern Regional Medical 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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Southeastern Regional Medical Center: employer contribution per participant | $638 | |
| Peer median | $1,358 |
| Southeastern Regional Medical Center: average balance | $47,798 | |
| Peer median | $44,442 |
| Southeastern Regional Medical Center: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.21% |
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 $144M at the end of plan year 2021 to $127M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,331 | $127M | $1.7M | $638 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 3,427 | $123M | $1.7M | $613 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 4,190 | $115M | $1.8M | $470 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 4,234 | $144M | $2.2M | $562 | 0.20% | Not published | Form 5500 ↗ |
Other Southeastern Regional Medical Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for the Employees of Southeastern Regional Medical Center
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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Southeastern Regional Medical Center match 401(k) contributions?
The match terms for the Southeastern Regional Medical Center Tax-Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $638 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southeastern Regional Medical Center 401(k) match vested?
The vesting schedule for the Southeastern Regional Medical Center Tax-Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southeastern Regional Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Southeastern Regional Medical Center.
I left Southeastern Regional Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southeastern Regional Medical Center, (910) 671-5609) or the recordkeeper, Valic Retirement Services Company. The Southeastern Regional Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Southeastern Regional Medical Center 401(k)
Data from the public Form 5500 annual reports Southeastern Regional Medical Center 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 Southeastern Regional Medical Center. Not financial advice. Report a correction · Methodology