Southwestern Pa Human Services 403(b) match, vesting and fees
What Southwestern Pa Human Services' 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 | Fidelity Investments Inst Ops | Schedule C ↗ |
| Independent auditor | Zelenkofske, Axelrod, LLC (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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Southwestern Pa Human Services: employer contribution per participant | — | |
| Peer median | $1,337 |
| Southwestern Pa Human Services: average balance | $28,965 | |
| Peer median | $35,764 |
| Southwestern Pa Human Services: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.32% |
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 $25.2M at the end of plan year 2021 to $26.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 903 | $26.1M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 819 | $25.2M | $1.7M | $2,064 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 865 | $22.2M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 807 | $25.2M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other Southwestern Pa Human Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southwestern PA Human Services, Inc. Pension 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.
| Recordkeeper | Fidelity Investments Inst Ops | Schedule C ↗ |
| Independent auditor | Zelenkofske, Axelrod, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Southwestern Pa Human Services match 401(k) contributions?
The match terms for the Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan have not been published from its filing yet.
When is the Southwestern Pa Human Services 401(k) match vested?
The vesting schedule for the Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwestern Pa Human Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Ops. The plan administrator is Southwestern PA Human Services, Inc..
I left Southwestern Pa Human Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwestern PA Human Services, Inc., (724) 489-9100) or the recordkeeper, Fidelity Investments Inst Ops. The Southwestern Pa Human Services old 401(k) page lists the contacts from every plan filing. Find an old Southwestern Pa Human Services 401(k)
Data from the public Form 5500 annual reports Southwestern Pa Human Services 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 Southwestern Pa Human Services. Not financial advice. Report a correction · Methodology