Southern Highlands Community Mental Health Center 403(b) match, vesting and fees
What Southern Highlands Community Mental Health 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Gray, Griffith, and Mays (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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 Highlands Community Mental Health Center: employer contribution per participant | $1,505 | |
| Peer median | $1,468 |
| Southern Highlands Community Mental Health Center: average balance | $27,245 | |
| Peer median | $37,786 |
| Southern Highlands Community Mental Health Center: admin expenses ÷ assets | 0.36% | |
| 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 $1.5M at the end of plan year 2021 to $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 271 | $3.8M | $208K | $1,505 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 421 | $2.9M | $177K | $1,462 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 462 | $2M | $151K | $1,399 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 468 | $1.5M | $128K | $1,540 | 0.03% | Not published | Form 5500 ↗ |
Other Southern Highlands Community Mental Health Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Southern Highlands Community Mental Health Center match 401(k) contributions?
The match terms for the Shcmhc 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $208K in employer contributions, about $1,505 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Highlands Community Mental Health Center 401(k) match vested?
The vesting schedule for the Shcmhc 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Highlands Community Mental Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Southern Highlands Community Mental Health Center, Inc.
I left Southern Highlands Community Mental Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Highlands Community Mental Health Center, Inc, (304) 425-9541) or the recordkeeper, Ascensus LLC. The Southern Highlands Community Mental Health Center old 401(k) page lists the contacts from every plan filing. Find an old Southern Highlands Community Mental Health Center 401(k)
Data from the public Form 5500 annual reports Southern Highlands Community Mental Health 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 Highlands Community Mental Health Center. Not financial advice. Report a correction · Methodology