Unity House of Troy 403(b) match, vesting and fees
What Unity House of Troy'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Mengel, Metzger, Barr & Co. 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Unity House of Troy: employer contribution per participant | $816 | |
| Peer median | $1,337 |
| Unity House of Troy: average balance | $42,729 | |
| Peer median | $35,764 |
| Unity House of Troy: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.32% |
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 $23.3M at the end of plan year 2021 to $26.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 628 | $26.7M | $511K | $816 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 705 | $23.4M | $451K | $850 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 699 | $20.2M | $437K | $802 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 554 | $23.3M | $424K | $1,198 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Unity House of Troy match 401(k) contributions?
The match terms for the Unity House of Troy, Inc. 403b Dc Plan and Tda Plan have not been published from its filing yet. The plan year 2024 filing reports $511K in employer contributions, about $816 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Unity House of Troy 401(k) match vested?
The vesting schedule for the Unity House of Troy, Inc. 403b Dc Plan and Tda Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Unity House of Troy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Unity House of Troy, Inc..
I left Unity House of Troy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unity House of Troy, Inc., (518) 274-2607) or the recordkeeper, The Vanguard Group, Inc.. The Unity House of Troy old 401(k) page lists the contacts from every plan filing. Find an old Unity House of Troy 401(k)
Data from the public Form 5500 annual reports Unity House of Troy 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 Unity House of Troy. Not financial advice. Report a correction · Methodology