West River Health Service Foundation 403(b) match, vesting and fees
What West River Health Service Foundation'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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Michael L Anderson & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| West River Health Service Foundation: employer contribution per participant | $1,237 | |
| Peer median | $1,468 |
| West River Health Service Foundation: average balance | $73,186 | |
| Peer median | $37,786 |
| West River Health Service Foundation: admin expenses ÷ assets | 0.25% | |
| 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 $30.2M at the end of plan year 2021 to $27.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 414 | $27.4M | $464K | $1,237 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 397 | $25.3M | $448K | $1,239 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 397 | $24.3M | $452K | $1,263 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 390 | $30.2M | $455K | $1,221 | 0.33% | Not published | Form 5500 ↗ |
Other West River Health Service Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
West River Health Service Foundation and Subsidiaries Employees Pension Plan
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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does West River Health Service Foundation match 401(k) contributions?
The match terms for the West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $464K in employer contributions, about $1,237 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the West River Health Service Foundation 401(k) match vested?
The vesting schedule for the West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the West River Health Service Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is West River Health Service Foundation and Subsidiaries.
I left West River Health Service Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (West River Health Service Foundation and Subsidiaries, (701) 567-6206) or the recordkeeper, American United Life Insurance Co. The West River Health Service Foundation old 401(k) page lists the contacts from every plan filing. Find an old West River Health Service Foundation 401(k)
Data from the public Form 5500 annual reports West River Health Service Foundation 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 West River Health Service Foundation. Not financial advice. Report a correction · Methodology