Vna & Hospice of the Southwest Region 401(k) match, vesting and fees
What Vna & Hospice of the Southwest Region'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Vna & Hospice of the Southwest Region: employer contribution per participant | $1,596 | |
| Peer median | $1,468 |
| Vna & Hospice of the Southwest Region: average balance | $70,304 | |
| Peer median | $37,786 |
| Vna & Hospice of the Southwest Region: admin expenses ÷ assets | 0.30% | |
| 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 $13.3M at the end of plan year 2021 to $15.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 272 | $15.7M | $356K | $1,596 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 246 | $11.6M | $304K | $1,477 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 231 | $10.3M | $261K | $1,290 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 246 | $13.3M | $268K | $1,172 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Vna & Hospice of the Southwest Region match 401(k) contributions?
The match terms for the Vna & Hospice of the Southwest Region 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $356K in employer contributions, about $1,596 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vna & Hospice of the Southwest Region 401(k) match vested?
The vesting schedule for the Vna & Hospice of the Southwest Region 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vna & Hospice of the Southwest Region 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Vna & Hospice of the Southwest Region.
I left Vna & Hospice of the Southwest Region. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vna & Hospice of the Southwest Region, (802) 770-1510) or the recordkeeper, Newport Group, Inc.. The Vna & Hospice of the Southwest Region old 401(k) page lists the contacts from every plan filing. Find an old Vna & Hospice of the Southwest Region 401(k)
Data from the public Form 5500 annual reports Vna & Hospice of the Southwest Region 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 Vna & Hospice of the Southwest Region. Not financial advice. Report a correction · Methodology