Staywell Health Care, Inc, D/B/A 401(k) match, vesting and fees
What Staywell Health Care, Inc, D/B/A'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 | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Staywell Health Care, Inc, D/B/A: employer contribution per participant | $5,480 | |
| Peer median | $1,468 |
| Staywell Health Care, Inc, D/B/A: average balance | $80,671 | |
| Peer median | $37,786 |
| Staywell Health Care, Inc, D/B/A: admin expenses ÷ assets | 0.39% | |
| 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 $14.4M at the end of plan year 2021 to $24.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 320 | $24.8M | $1.7M | $5,480 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 306 | $22M | $1.7M | $5,775 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 312 | $17.8M | $1.6M | $5,264 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 304 | $14.4M | $1.4M | $4,836 | 0.45% | Not published | Form 5500 ↗ |
Other Staywell Health Care, Inc, D/B/A plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Staywell Health Center, Inc. 403(b) 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Staywell Health Care, Inc, D/B/A match 401(k) contributions?
The match terms for the Staywell Health Center 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $5,480 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Staywell Health Care, Inc, D/B/A 401(k) match vested?
The vesting schedule for the Staywell Health Center 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Staywell Health Care, Inc, D/B/A 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Staywell Health Care, Inc, D/B/A.
I left Staywell Health Care, Inc, D/B/A. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Staywell Health Care, Inc, D/B/A, (203) 756-8021) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Staywell Health Care, Inc, D/B/A old 401(k) page lists the contacts from every plan filing. Find an old Staywell Health Care, Inc, D/B/A 401(k)
Data from the public Form 5500 annual reports Staywell Health Care, Inc, D/B/A 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 Staywell Health Care, Inc, D/B/A. Not financial advice. Report a correction · Methodology