Willow Valley Communities 401(k) match, vesting and fees
What Willow Valley Communities' 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 | Fulton Bank, N.A. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Willow Valley Communities: employer contribution per participant | $1,234 | |
| Peer median | $1,337 |
| Willow Valley Communities: average balance | $58,104 | |
| Peer median | $35,764 |
| Willow Valley Communities: admin expenses ÷ assets | 0.42% | |
| 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 $32.3M at the end of plan year 2021 to $32.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,142 | $32.7M | $695K | $1,234 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 1,052 | $28.9M | $629K | $1,128 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 988 | $26.1M | $567K | $1,027 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 1,011 | $32.3M | $584K | $1,105 | 0.41% | Not published | Form 5500 ↗ |
Other Willow Valley Communities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Willow Valley Retirement Communities Section 457b Deferred Compensation 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 Willow Valley Communities match 401(k) contributions?
The match terms for the Willow Valley Communities 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $695K in employer contributions, about $1,234 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Willow Valley Communities 401(k) match vested?
The vesting schedule for the Willow Valley Communities 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Willow Valley Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fulton Bank, N.A.. The plan administrator is Willow Valley Communities.
I left Willow Valley Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Willow Valley Communities, (717) 464-2741) or the recordkeeper, Fulton Bank, N.A.. The Willow Valley Communities old 401(k) page lists the contacts from every plan filing. Find an old Willow Valley Communities 401(k)
Data from the public Form 5500 annual reports Willow Valley Communities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Willow Valley Communities. Not financial advice. Report a correction · Methodology