Accion Opportunity Fund Community Development 403(b) match, vesting and fees
What Accion Opportunity Fund Community Development'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 | Vanguard | Schedule C ↗ |
| Independent auditor | Armanino 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Accion Opportunity Fund Community Development: employer contribution per participant | $2,952 | |
| Peer median | $2,868 |
| Accion Opportunity Fund Community Development: average balance | $64,756 | |
| Peer median | $95,281 |
| Accion Opportunity Fund Community Development: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.22% |
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 $9.3M at the end of plan year 2021 to $16.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 263 | $16.8M | $765K | $2,952 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 256 | $14.2M | $784K | $3,113 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 267 | $11.7M | $508K | $2,143 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 248 | $9.3M | $449K | $2,043 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Accion Opportunity Fund Community Development match 401(k) contributions?
The match terms for the Accion Opportunity Fund Community Development 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $765K in employer contributions, about $2,952 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Accion Opportunity Fund Community Development 401(k) match vested?
The vesting schedule for the Accion Opportunity Fund Community Development 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Accion Opportunity Fund Community Development 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard. The plan administrator is Accion Opportunity Fund Community Development.
I left Accion Opportunity Fund Community Development. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Accion Opportunity Fund Community Development, (408) 297-0204) or the recordkeeper, Vanguard. The Accion Opportunity Fund Community Development old 401(k) page lists the contacts from every plan filing. Find an old Accion Opportunity Fund Community Development 401(k)
Data from the public Form 5500 annual reports Accion Opportunity Fund Community Development 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 Accion Opportunity Fund Community Development. Not financial advice. Report a correction · Methodology