Thedacare 403(b) match, vesting and fees
What Thedacare'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Thedacare: employer contribution per participant | $1,658 | |
| Peer median | $1,897 |
| Thedacare: average balance | $97,945 | |
| Peer median | $70,943 |
| Thedacare: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.10% |
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 $741M at the end of plan year 2023 to $838M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,797 | $838M | $14.2M | $1,658 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 8,645 | $741M | $12.7M | $1,520 | 0.11% | Not published | Form 5500 ↗ |
Other Thedacare plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Thedacare, Inc. Pension 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Thedacare match 401(k) contributions?
The match terms for the Thedacare Retirement and 403(b) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $14.2M in employer contributions, about $1,658 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Thedacare 401(k) match vested?
The vesting schedule for the Thedacare Retirement and 403(b) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Thedacare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Thedacare Inc..
I left Thedacare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Thedacare Inc., (920) 830-5800) or the recordkeeper, Transamerica Retirement Solutions. The Thedacare old 401(k) page lists the contacts from every plan filing. Find an old Thedacare 401(k)
Data from the public Form 5500 annual reports Thedacare filed with the U.S. Department of Labor (plan years 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 Thedacare. Not financial advice. Report a correction · Methodology