Syracuse Home Association 401(k) match, vesting and fees
What Syracuse Home Association'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 | Bonadio & Co LLP | Schedule C ↗ |
| Independent auditor | Bonadio & Co. 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.
| Syracuse Home Association: employer contribution per participant | $2,648 | |
| Peer median | $1,468 |
| Syracuse Home Association: average balance | $78,772 | |
| Peer median | $37,786 |
| Syracuse Home Association: admin expenses ÷ assets | 0.68% | |
| 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 $12M at the end of plan year 2021 to $10.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $10.9M | $365K | $2,648 | 0.68% | Not published | Form 5500 ↗ |
| 2023 | 172 | $10M | $342K | $2,222 | 1.03% | Not published | Form 5500 ↗ |
| 2022 | 177 | $9.9M | $342K | $2,101 | 0.96% | Not published | Form 5500 ↗ |
| 2021 | 190 | $12M | — | — | 0.97% | Not published | Form 5500 ↗ |
Other Syracuse Home Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Syracuse Home Association
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 Syracuse Home Association match 401(k) contributions?
The match terms for the Syracuse Home Association Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $365K in employer contributions, about $2,648 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Syracuse Home Association 401(k) match vested?
The vesting schedule for the Syracuse Home Association Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Syracuse Home Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bonadio & Co LLP. The plan administrator is Syracuse Home Association.
I left Syracuse Home Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Syracuse Home Association, (315) 638-2521) or the recordkeeper, Bonadio & Co LLP. The Syracuse Home Association old 401(k) page lists the contacts from every plan filing. Find an old Syracuse Home Association 401(k)
Data from the public Form 5500 annual reports Syracuse Home Association 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 Syracuse Home Association. Not financial advice. Report a correction · Methodology