Waimanalo Health Center 403(b) match, vesting and fees
What Waimanalo Health Center'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 | Mutual of America Sec. Corp LLC | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Waimanalo Health Center: employer contribution per participant | $1,863 | |
| Peer median | $1,468 |
| Waimanalo Health Center: average balance | $51,460 | |
| Peer median | $37,786 |
| Waimanalo Health Center: admin expenses ÷ assets | 0.07% | |
| 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 $4.5M at the end of plan year 2021 to $7.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 165 | $7.6M | $274K | $1,863 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 165 | $5.5M | $177K | $1,207 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 161 | $4.4M | $188K | $1,494 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 126 | $4.5M | $133K | $1,373 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Waimanalo Health Center match 401(k) contributions?
The match terms for the Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $274K in employer contributions, about $1,863 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Waimanalo Health Center 401(k) match vested?
The vesting schedule for the Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Waimanalo Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Sec. Corp LLC. The plan administrator is Waimanalo Health Center.
I left Waimanalo Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Waimanalo Health Center, (808) 954-7173) or the recordkeeper, Mutual of America Sec. Corp LLC. The Waimanalo Health Center old 401(k) page lists the contacts from every plan filing. Find an old Waimanalo Health Center 401(k)
Data from the public Form 5500 annual reports Waimanalo Health Center 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 Waimanalo Health Center. Not financial advice. Report a correction · Methodology