Tempe Life Care Village, Inc. DBA Friendship 403(b) match, vesting and fees
What Tempe Life Care Village, Inc. DBA Friendship'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Tempe Life Care Village, Inc. DBA Friendship: employer contribution per participant | $469 | |
| Peer median | $1,803 |
| Tempe Life Care Village, Inc. DBA Friendship: average balance | $16,429 | |
| Peer median | $48,934 |
| Tempe Life Care Village, Inc. DBA Friendship: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.31% |
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 $6.9M at the end of plan year 2021 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 671 | $7.3M | $209K | $469 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 588 | $6.5M | $198K | $1,143 | 0.87% | Not published | Form 5500 ↗ |
| 2022 | 573 | $5.6M | $180K | $1,027 | 0.82% | Not published | Form 5500 ↗ |
| 2021 | 518 | $6.9M | $171K | $1,050 | 0.95% | Not published | Form 5500 ↗ |
Common questions
Does Tempe Life Care Village, Inc. DBA Friendship match 401(k) contributions?
The match terms for the Tempe Life Care Village, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $209K in employer contributions, about $469 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tempe Life Care Village, Inc. DBA Friendship 401(k) match vested?
The vesting schedule for the Tempe Life Care Village, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tempe Life Care Village, Inc. DBA Friendship 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Tempe Life Care Village, Inc. DBA Friendship.
I left Tempe Life Care Village, Inc. DBA Friendship. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tempe Life Care Village, Inc. DBA Friendship, (480) 831-0880) or the recordkeeper, Principal Life Insurance Company. The Tempe Life Care Village, Inc. DBA Friendship old 401(k) page lists the contacts from every plan filing. Find an old Tempe Life Care Village, Inc. DBA Friendship 401(k)
Data from the public Form 5500 annual reports Tempe Life Care Village, Inc. DBA Friendship 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 Tempe Life Care Village, Inc. DBA Friendship. Not financial advice. Report a correction · Methodology