St. Anns Home for the Aged 403(b) match, vesting and fees
What St. Anns Home for the Aged'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 | Burke Group | Schedule C ↗ |
| Independent auditor | Bonadio & Co., 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.
| St. Anns Home for the Aged: employer contribution per participant | $784 | |
| Peer median | $1,358 |
| St. Anns Home for the Aged: average balance | $22,039 | |
| Peer median | $44,442 |
| St. Anns Home for the Aged: admin expenses ÷ assets | 0.39% | |
| 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 $28.9M at the end of plan year 2021 to $36M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,665 | $36M | $1.3M | $784 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 1,731 | $32.2M | $1.8M | $1,082 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 1,881 | $26M | $1.6M | $895 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 1,999 | $28.9M | $1.2M | $610 | 0.34% | Not published | Form 5500 ↗ |
Other St. Anns Home for the Aged plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
St. Ann'S Home for the Aged 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 | Bonadio & Co, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does St. Anns Home for the Aged match 401(k) contributions?
The match terms for the St. Ann'S Community 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $784 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the St. Anns Home for the Aged 401(k) match vested?
The vesting schedule for the St. Ann'S Community 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the St. Anns Home for the Aged 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Burke Group. The plan administrator is St. Anns Home for the Aged.
I left St. Anns Home for the Aged. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (St. Anns Home for the Aged, (585) 697-6009) or the recordkeeper, Burke Group. The St. Anns Home for the Aged old 401(k) page lists the contacts from every plan filing. Find an old St. Anns Home for the Aged 401(k)
Data from the public Form 5500 annual reports St. Anns Home for the Aged 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 St. Anns Home for the Aged. Not financial advice. Report a correction · Methodology