Speare Memorial Hospital Association 403(b) match, vesting and fees
What Speare Memorial Hospital Association'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Speare Memorial Hospital Association: employer contribution per participant | $2,613 | |
| Peer median | $1,337 |
| Speare Memorial Hospital Association: average balance | $79,234 | |
| Peer median | $35,764 |
| Speare Memorial Hospital Association: admin expenses ÷ assets | 0.16% | |
| 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 $51.1M at the end of plan year 2023 to $57.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 840 | $57.6M | $1.9M | $2,613 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 808 | $51.1M | $1.8M | $2,627 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Speare Memorial Hospital Association match 401(k) contributions?
The match terms for the Speare Memorial Hospital 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $2,613 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Speare Memorial Hospital Association 401(k) match vested?
The vesting schedule for the Speare Memorial Hospital 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Speare Memorial Hospital Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Speare Memorial Hospital Association.
I left Speare Memorial Hospital Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Speare Memorial Hospital Association, (603) 238-2137) or the recordkeeper, Valic Retirement Services Company. The Speare Memorial Hospital Association old 401(k) page lists the contacts from every plan filing. Find an old Speare Memorial Hospital Association 401(k)
Data from the public Form 5500 annual reports Speare Memorial Hospital Association 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 Speare Memorial Hospital Association. Not financial advice. Report a correction · Methodology