Tallahassee Memorial Healthcare 401(k) match, vesting and fees
What Tallahassee Memorial Healthcare'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Tallahassee Memorial Healthcare: employer contribution per participant | $3,062 | |
| Peer median | $1,358 |
| Tallahassee Memorial Healthcare: average balance | $43,419 | |
| Peer median | $44,442 |
| Tallahassee Memorial Healthcare: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.21% |
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 $179M at the end of plan year 2021 to $193M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,507 | $193M | $13.6M | $3,062 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 7,691 | $181M | $12.9M | $2,047 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 5,635 | $155M | $12.2M | $2,156 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 5,250 | $179M | $11.7M | $2,229 | 0.24% | Not published | Form 5500 ↗ |
Other Tallahassee Memorial Healthcare plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tallahassee Memorial Healthcare 403(b) Retirement Savings 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Tallahassee Memorial Healthcare 403(b) Retirement Savings 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Tallahassee Memorial Healthcare Affiliate 401(k) Retirement 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Tallahassee Memorial Healthcare match 401(k) contributions?
The match terms for the Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $13.6M in employer contributions, about $3,062 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tallahassee Memorial Healthcare 401(k) match vested?
The vesting schedule for the Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tallahassee Memorial Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Tallahassee Memorial Healthcare Inc.
I left Tallahassee Memorial Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tallahassee Memorial Healthcare Inc, (850) 431-5250) or the recordkeeper, Fidelity Investments Institutional. The Tallahassee Memorial Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Tallahassee Memorial Healthcare 401(k)
Data from the public Form 5500 annual reports Tallahassee Memorial Healthcare filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Tallahassee Memorial Healthcare. Not financial advice. Report a correction · Methodology