Spurwink Services 403(b) match, vesting and fees
What Spurwink 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Spurwink Services: employer contribution per participant | $818 | |
| Peer median | $1,358 |
| Spurwink Services: average balance | $32,397 | |
| Peer median | $44,442 |
| Spurwink Services: admin expenses ÷ assets | 0.48% | |
| 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 $31.3M at the end of plan year 2023 to $34.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,715 | $34.8M | $878K | $818 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 1,787 | $31.3M | $627K | $574 | 0.46% | Not published | Form 5500 ↗ |
Other Spurwink Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Spurwink Services Defined Benefit 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.
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Spurwink Services match 401(k) contributions?
The match terms for the Spurwink Services 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $878K in employer contributions, about $818 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spurwink Services 401(k) match vested?
The vesting schedule for the Spurwink Services 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spurwink Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Spurwink Services, Inc..
I left Spurwink Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spurwink Services, Inc., (207) 871-1200) or the recordkeeper, Stancorp Financial Group. The Spurwink Services old 401(k) page lists the contacts from every plan filing. Find an old Spurwink Services 401(k)
Data from the public Form 5500 annual reports Spurwink Services 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 Spurwink Services. Not financial advice. Report a correction · Methodology