St. Charles Health System 403(b) match, vesting and fees
What St. Charles Health System'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kbf Cpas - Audit, 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 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| St. Charles Health System: employer contribution per participant | $3,801 | |
| Peer median | $1,897 |
| St. Charles Health System: average balance | $119,922 | |
| Peer median | $70,943 |
| St. Charles Health System: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.10% |
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 $625M at the end of plan year 2023 to $744M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,419 | $744M | $23.6M | $3,801 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 6,155 | $625M | $21M | $3,532 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does St. Charles Health System match 401(k) contributions?
The match terms for the St. Charles Health System, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $23.6M in employer contributions, about $3,801 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the St. Charles Health System 401(k) match vested?
The vesting schedule for the St. Charles Health System, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the St. Charles Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is St. Charles Health System, Inc..
I left St. Charles Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (St. Charles Health System, Inc., (541) 706-7707) or the recordkeeper, Fidelity Investments Institutional. The St. Charles Health System old 401(k) page lists the contacts from every plan filing. Find an old St. Charles Health System 401(k)
Data from the public Form 5500 annual reports St. Charles Health System 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 St. Charles Health System. Not financial advice. Report a correction · Methodology