Villa Health Care retirement plan: assets, participants and fees
What Villa Health Care's retirement plan 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 | Charles Schwab & Co, Inc. | Schedule C ↗ |
| Independent auditor | Capital Accounting & Audit, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| Villa Health Care: employer contribution per participant | $272 | |
| Peer median | $1,468 |
| Villa Health Care: average balance | $3,835 | |
| Peer median | $37,786 |
| Villa Health Care: admin expenses ÷ assets | 0.95% | |
| 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 $632K at the end of plan year 2021 to $564K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 153 | $564K | $40K | $272 | 0.95% | Not published | Form 5500 ↗ |
| 2023 | 158 | $602K | $40K | $274 | 0.91% | Not published | Form 5500 ↗ |
| 2022 | 146 | $520K | $40K | $290 | 0.96% | Not published | Form 5500 ↗ |
| 2021 | 140 | $632K | $40K | $310 | 0.99% | Not published | Form 5500 ↗ |
Common questions
Does Villa Health Care match 401(k) contributions?
The match terms for the Villa Health Care Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $40K in employer contributions, about $272 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Villa Health Care 401(k) match vested?
The vesting schedule for the Villa Health Care Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Villa Health Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Charles Schwab & Co, Inc.. The plan administrator is Villa Health Care, Inc..
I left Villa Health Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Villa Health Care, Inc., (217) 744-3654) or the recordkeeper, Charles Schwab & Co, Inc.. The Villa Health Care old 401(k) page lists the contacts from every plan filing. Find an old Villa Health Care 401(k)
Data from the public Form 5500 annual reports Villa Health Care 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 Villa Health Care. Not financial advice. Report a correction · Methodology