Tri-County Family Medicine 401(k) match, vesting and fees
What Tri-County Family Medicine'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 | Empower Life & Annuity Ins Co of Ny | 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 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Tri-County Family Medicine: employer contribution per participant | $2,467 | |
| Peer median | $2,023 |
| Tri-County Family Medicine: average balance | $90,740 | |
| Peer median | $61,526 |
| Tri-County Family Medicine: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.44% |
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 $8.2M at the end of plan year 2021 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 129 | $9M | $244K | $2,467 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 145 | $8.6M | $249K | $2,241 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 145 | $7.2M | $264K | $2,337 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 149 | $8.2M | $278K | $2,440 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Tri-County Family Medicine match 401(k) contributions?
The match terms for the Tri-County Family Medicine, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $244K in employer contributions, about $2,467 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tri-County Family Medicine 401(k) match vested?
The vesting schedule for the Tri-County Family Medicine, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tri-County Family Medicine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Ins Co of Ny. The plan administrator is Tri-County Family Medicine, Inc..
I left Tri-County Family Medicine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tri-County Family Medicine, Inc., (585) 335-3100) or the recordkeeper, Empower Life & Annuity Ins Co of Ny. The Tri-County Family Medicine old 401(k) page lists the contacts from every plan filing. Find an old Tri-County Family Medicine 401(k)
Data from the public Form 5500 annual reports Tri-County Family Medicine 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 Tri-County Family Medicine. Not financial advice. Report a correction · Methodology