St. Josephs Villa 403(b) match, vesting and fees
What St. Josephs Villa'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Keiter (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| St. Josephs Villa: employer contribution per participant | $1,586 | |
| Peer median | $1,468 |
| St. Josephs Villa: average balance | $53,475 | |
| Peer median | $37,786 |
| St. Josephs Villa: admin expenses ÷ assets | 0.51% | |
| 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 $7.1M at the end of plan year 2022 to $7.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 333 | $7.6M | $227K | $1,586 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 361 | $6.9M | $202K | $1,532 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 322 | $7.1M | $234K | $1,737 | 0.01% | Not published | Form 5500 ↗ |
Other St. Josephs Villa plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
St. Josephs Villa 403b 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.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Keiter Stephens Hurst Gary & Shreav (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does St. Josephs Villa match 401(k) contributions?
The match terms for the St. Josephs Villa 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $227K in employer contributions, about $1,586 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the St. Josephs Villa 401(k) match vested?
The vesting schedule for the St. Josephs Villa 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the St. Josephs Villa 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is St. Josephs Villa.
I left St. Josephs Villa. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (St. Josephs Villa, (804) 553-3212) or the recordkeeper, The Vanguard Group, Inc.. The St. Josephs Villa old 401(k) page lists the contacts from every plan filing. Find an old St. Josephs Villa 401(k)
Data from the public Form 5500 annual reports St. Josephs Villa 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. Josephs Villa. Not financial advice. Report a correction · Methodology