Spine Team Texas 401(k) match, vesting and fees
What Spine Team Texas' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Spine Team Texas: employer contribution per participant | $1,644 | |
| Peer median | $1,468 |
| Spine Team Texas: average balance | $52,897 | |
| Peer median | $37,786 |
| Spine Team Texas: admin expenses ÷ assets | 0.37% | |
| 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 $9.3M at the end of plan year 2021 to $10.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 291 | $10.2M | $317K | $1,644 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 299 | $9.9M | $276K | $1,248 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 274 | $7.9M | $242K | $1,302 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 267 | $9.3M | $239K | $1,307 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Spine Team Texas match 401(k) contributions?
The match terms for the Spine Team Texas, PA Profit Sharing 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $317K in employer contributions, about $1,644 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spine Team Texas 401(k) match vested?
The vesting schedule for the Spine Team Texas, PA Profit Sharing 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spine Team Texas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Spine Team Texas, P.A..
I left Spine Team Texas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spine Team Texas, P.A., (817) 442-9300) or the recordkeeper, Fidelity Investments Institutional. The Spine Team Texas old 401(k) page lists the contacts from every plan filing. Find an old Spine Team Texas 401(k)
Data from the public Form 5500 annual reports Spine Team Texas 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 Spine Team Texas. Not financial advice. Report a correction · Methodology