Spring Arbor Management 401(k) match, vesting and fees
What Spring Arbor Management's 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Mcdirmit Davis (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Spring Arbor Management: employer contribution per participant | $1,359 | |
| Peer median | $1,337 |
| Spring Arbor Management: average balance | $15,043 | |
| Peer median | $35,764 |
| Spring Arbor Management: admin expenses ÷ assets | 0.52% | |
| 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 $8.3M at the end of plan year 2022 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,070 | $12M | $1.1M | $1,359 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 1,521 | $10M | $721K | $1,359 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 1,337 | $8.3M | $334K | $790 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Spring Arbor Management match 401(k) contributions?
The match terms for the Spring Arbor Management 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,359 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spring Arbor Management 401(k) match vested?
The vesting schedule for the Spring Arbor Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spring Arbor Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Spring Arbor Management, LLC.
I left Spring Arbor Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spring Arbor Management, LLC, (704) 414-7471) or the recordkeeper, Empower Annuity Insurance Company O. The Spring Arbor Management old 401(k) page lists the contacts from every plan filing. Find an old Spring Arbor Management 401(k)
Data from the public Form 5500 annual reports Spring Arbor Management filed with the U.S. Department of Labor (plan years 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 Spring Arbor Management. Not financial advice. Report a correction · Methodology