Wvu Health System 403(b) match, vesting and fees
What Wvu Health System'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 | Fid Inv Inst Ops Co | 2023 Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Wvu Health System: employer contribution per participant | $1,551 | |
| Peer median | $2,023 |
| Wvu Health System: average balance | $134,690 | |
| Peer median | $61,526 |
| Wvu Health System: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.44% |
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 $4.8M at the end of plan year 2021 to $4.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 46 | $4.8M | $56K | $1,551 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 48 | $4.4M | $54K | $1,455 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 51 | $3.9M | $53K | $1,296 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 56 | $4.8M | $55K | $1,232 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Wvu Health System match 401(k) contributions?
The match terms for the Wvu Dental Corp 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $56K in employer contributions, about $1,551 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wvu Health System 401(k) match vested?
The vesting schedule for the Wvu Dental Corp 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wvu Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fid Inv Inst Ops Co. The plan administrator is Wvu Health System.
I left Wvu Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wvu Health System, (304) 598-4000) or the recordkeeper, Fid Inv Inst Ops Co. The Wvu Health System old 401(k) page lists the contacts from every plan filing. Find an old Wvu Health System 401(k)
Data from the public Form 5500 annual reports Wvu Health System 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 Wvu Health System. Not financial advice. Report a correction · Methodology