Sword Health 401(k) match, vesting and fees
What Sword Health'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 | Guideline, Inc. | Schedule C ↗ |
| Independent auditor | Bethke Cpa, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Sword Health: employer contribution per participant | $47 | |
| Peer median | $1,495 |
| Sword Health: average balance | $23,130 | |
| Peer median | $34,563 |
| Sword Health: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $5.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 282 | $5.8M | $12K | $47 | 0.74% | Not published | Form 5500 ↗ |
Common questions
Does Sword Health match 401(k) contributions?
The match terms for the Sword Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $12K in employer contributions, about $47 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sword Health 401(k) match vested?
The vesting schedule for the Sword Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sword Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Guideline, Inc.. The plan administrator is Guideline Rk, LLC.
I left Sword Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Guideline Rk, LLC, (888) 228-3491) or the recordkeeper, Guideline, Inc.. The Sword Health old 401(k) page lists the contacts from every plan filing. Find an old Sword Health 401(k)
Data from the public Form 5500 annual reports Sword Health filed with the U.S. Department of Labor (plan years 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 Sword Health. Not financial advice. Report a correction · Methodology