Southern Connecticut Vascular Center 401(k) match, vesting and fees
What Southern Connecticut Vascular Center'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Southern Connecticut Vascular Center: employer contribution per participant | $3,396 | |
| Peer median | $1,468 |
| Southern Connecticut Vascular Center: average balance | $119,256 | |
| Peer median | $37,786 |
| Southern Connecticut Vascular Center: admin expenses ÷ assets | 0.34% | |
| 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 $19.6M at the end of plan year 2021 to $28.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 281 | $28.5M | $812K | $3,396 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 266 | $23.2M | $754K | $3,278 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 268 | $17.6M | $648K | $2,957 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 224 | $19.6M | $854K | $4,615 | 0.21% | Not published | Form 5500 ↗ |
Other Southern Connecticut Vascular Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southern Connecticut Vascular Center Cash Balance 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.
| Independent auditor | Teplitzky & Company, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Southern Connecticut Vascular Center match 401(k) contributions?
The match terms for the Southern Connecticut Vascular Center 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $812K in employer contributions, about $3,396 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Connecticut Vascular Center 401(k) match vested?
The vesting schedule for the Southern Connecticut Vascular Center 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Connecticut Vascular Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Southern Connecticut Vascular Center, LLC.
I left Southern Connecticut Vascular Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Connecticut Vascular Center, LLC, (203) 210-6333) or the recordkeeper, Fidelity Investments Institutional. The Southern Connecticut Vascular Center old 401(k) page lists the contacts from every plan filing. Find an old Southern Connecticut Vascular Center 401(k)
Data from the public Form 5500 annual reports Southern Connecticut Vascular 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 Southern Connecticut Vascular Center. Not financial advice. Report a correction · Methodology