Southwestern Vermont Health Care 403(b) match, vesting and fees
What Southwestern Vermont Health Care'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 | Fustcharles LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Southwestern Vermont Health Care: employer contribution per participant | $1,401 | |
| Peer median | $1,358 |
| Southwestern Vermont Health Care: average balance | $56,601 | |
| Peer median | $44,442 |
| Southwestern Vermont Health Care: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.21% |
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 $70.9M at the end of plan year 2023 to $80.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,523 | $80.1M | $2M | $1,401 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 1,455 | $70.9M | $1.8M | $1,337 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Southwestern Vermont Health Care match 401(k) contributions?
The match terms for the Southwestern Vermont Health Care 403(b) have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $1,401 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwestern Vermont Health Care 401(k) match vested?
The vesting schedule for the Southwestern Vermont Health Care 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwestern Vermont Health Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Southwestern Vermont Health Care.
I left Southwestern Vermont Health Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwestern Vermont Health Care, (802) 447-5090) or the recordkeeper, Principal Life Insurance Company. The Southwestern Vermont Health Care old 401(k) page lists the contacts from every plan filing. Find an old Southwestern Vermont Health Care 401(k)
Data from the public Form 5500 annual reports Southwestern Vermont Health Care filed with the U.S. Department of Labor (plan years 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 Vermont Health Care. Not financial advice. Report a correction · Methodology