Southern New England Healthcare Organization, Inc. DBA Sone Health 401(k) match, vesting and fees
What Southern New England Healthcare Organization, Inc. DBA Sone Health'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Wolf & Company, P.C. (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 New England Healthcare Organization, Inc. DBA Sone Health: employer contribution per participant | $4,904 | |
| Peer median | $1,468 |
| Southern New England Healthcare Organization, Inc. DBA Sone Health: average balance | $60,401 | |
| Peer median | $37,786 |
| Southern New England Healthcare Organization, Inc. DBA Sone Health: admin expenses ÷ assets | 0.66% | |
| 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 $6.5M at the end of plan year 2021 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 121 | $7.3M | $593K | $4,904 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 140 | $6.4M | $639K | $4,950 | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 134 | $6.2M | $575K | $4,356 | 0.71% | Not published | Form 5500 ↗ |
| 2021 | 130 | $6.5M | $401K | $3,514 | 0.53% | Not published | 5500-SF ↗ |
Common questions
Does Southern New England Healthcare Organization, Inc. DBA Sone Health match 401(k) contributions?
The match terms for the Southern New England Healthcare Organization, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $593K in employer contributions, about $4,904 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern New England Healthcare Organization, Inc. DBA Sone Health 401(k) match vested?
The vesting schedule for the Southern New England Healthcare Organization, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern New England Healthcare Organization, Inc. DBA Sone Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Southern New England Healthcare Organization, Inc. DBA Sone Health.
I left Southern New England Healthcare Organization, Inc. DBA Sone Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern New England Healthcare Organization, Inc. DBA Sone Health, (860) 453-0430) or the recordkeeper, Empower Annuity Insurance Company O. The Southern New England Healthcare Organization, Inc. DBA Sone Health old 401(k) page lists the contacts from every plan filing. Find an old Southern New England Healthcare Organization, Inc. DBA Sone Health 401(k)
Data from the public Form 5500 annual reports Southern New England Healthcare Organization, Inc. DBA Sone Health 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 New England Healthcare Organization, Inc. DBA Sone Health. Not financial advice. Report a correction · Methodology