Unity Hospice Management 401(k) match, vesting and fees
What Unity Hospice Management'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 | Howardsimon, Inc. | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Unity Hospice Management: employer contribution per participant | $2,236 | |
| Peer median | $1,440 |
| Unity Hospice Management: average balance | $68,819 | |
| Peer median | $38,351 |
| Unity Hospice Management: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.47% |
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 $5.8M at the end of plan year 2024 to $7.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 188 | $7.2M | $233K | $2,236 | 0.35% | Not published | 5500-SF ↗ |
| 2024 | 292 | $5.8M | $338K | $2,412 | 0.36% | Not published | Form 5500 ↗ |
Other Unity Hospice Management plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Unity Hospice 401(k) Plan 003
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 ↗ |
Unity Hospice 401(k) Plan 004
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 Unity Hospice Management match 401(k) contributions?
The match terms for the Unity Hospice 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $233K in employer contributions, about $2,236 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Unity Hospice Management 401(k) match vested?
The vesting schedule for the Unity Hospice 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Unity Hospice Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Howardsimon, Inc.. The plan administrator is Unity Hospice Management Company, Inc..
I left Unity Hospice Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unity Hospice Management Company, Inc., (847) 982-1800) or the recordkeeper, Howardsimon, Inc.. The Unity Hospice Management old 401(k) page lists the contacts from every plan filing. Find an old Unity Hospice Management 401(k)
Data from the public Form 5500 annual reports Unity Hospice Management filed with the U.S. Department of Labor (plan years 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 Unity Hospice Management. Not financial advice. Report a correction · Methodology