Southern Tier Community Health Center Network 403(b) match, vesting and fees
What Southern Tier Community Health Center Network'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Southern Tier Community Health Center Network: employer contribution per participant | $2,588 | |
| Peer median | $1,468 |
| Southern Tier Community Health Center Network: average balance | $60,225 | |
| Peer median | $37,786 |
| Southern Tier Community Health Center Network: admin expenses ÷ assets | 0.50% | |
| 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 $4.8M at the end of plan year 2021 to $6.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $6.3M | $272K | $2,588 | 0.50% | Not published | Form 5500 ↗ |
| 2023 | 139 | $5.2M | $233K | $2,326 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 145 | $4.2M | $228K | $2,016 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 147 | $4.8M | $199K | $1,790 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Southern Tier Community Health Center Network match 401(k) contributions?
The match terms for the Universal Primary Care 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $272K in employer contributions, about $2,588 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Tier Community Health Center Network 401(k) match vested?
The vesting schedule for the Universal Primary Care 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Tier Community Health Center Network 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Southern Tier Community Health Center Network, Inc..
I left Southern Tier Community Health Center Network. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Tier Community Health Center Network, Inc., (716) 701-6863) or the recordkeeper, Principal Life Insurance Company. The Southern Tier Community Health Center Network old 401(k) page lists the contacts from every plan filing. Find an old Southern Tier Community Health Center Network 401(k)
Data from the public Form 5500 annual reports Southern Tier Community Health Center Network 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 Tier Community Health Center Network. Not financial advice. Report a correction · Methodology