Training and Treatment Innovations 403(b) match, vesting and fees
What Training and Treatment Innovations' 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 | Yeo & Yeo, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Training and Treatment Innovations: employer contribution per participant | $599 | |
| Peer median | $1,468 |
| Training and Treatment Innovations: average balance | $19,307 | |
| Peer median | $37,786 |
| Training and Treatment Innovations: admin expenses ÷ assets | 0.28% | |
| 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 $4.5M at the end of plan year 2021 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 274 | $4.7M | $147K | $599 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 304 | $4.4M | $118K | $449 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 273 | $3.9M | $147K | $617 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 330 | $4.5M | $27K | $83 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Training and Treatment Innovations match 401(k) contributions?
The match terms for the Training and Treatment Innovations have not been published from its filing yet. The plan year 2024 filing reports $147K in employer contributions, about $599 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Training and Treatment Innovations 401(k) match vested?
The vesting schedule for the Training and Treatment Innovations is not in the data published so far. Your Summary Plan Description states it.
Who manages the Training and Treatment Innovations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Training and Treatment Innovations, Inc..
I left Training and Treatment Innovations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Training and Treatment Innovations, Inc., (248) 969-9932) or the recordkeeper, Principal Life Insurance Company. The Training and Treatment Innovations old 401(k) page lists the contacts from every plan filing. Find an old Training and Treatment Innovations 401(k)
Data from the public Form 5500 annual reports Training and Treatment Innovations 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 Training and Treatment Innovations. Not financial advice. Report a correction · Methodology