AKA Head Start 403(b) match, vesting and fees
What AKA Head Start'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 | Tri-Ad Actuaries, Inc. | Schedule C ↗ |
| Independent auditor | Jgd & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| AKA Head Start: employer contribution per participant | $2,520 | |
| Peer median | $1,800 |
| AKA Head Start: average balance | $63,270 | |
| Peer median | $72,234 |
| AKA Head Start: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.18% |
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 $8.3M at the end of plan year 2021 to $13.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 230 | $13.2M | $524K | $2,520 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 238 | $11.1M | $554K | $2,603 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 240 | $9.4M | $484K | $2,282 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 246 | $7.5M | $438K | $2,095 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 255 | $8.3M | $421K | $2,012 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does AKA Head Start match 401(k) contributions?
The match terms for the Aka Head Start, Inc. Tax Sheltered Annuity have not been published from its filing yet. The plan year 2025 filing reports $524K in employer contributions, about $2,520 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the AKA Head Start 401(k) match vested?
The vesting schedule for the Aka Head Start, Inc. Tax Sheltered Annuity is not in the data published so far. Your Summary Plan Description states it.
Who manages the AKA Head Start 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Tri-Ad Actuaries, Inc.. The plan administrator is Aka Head Start, Inc..
I left AKA Head Start. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aka Head Start, Inc., (619) 444-0503) or the recordkeeper, Tri-Ad Actuaries, Inc.. The AKA Head Start old 401(k) page lists the contacts from every plan filing. Find an old AKA Head Start 401(k)
Data from the public Form 5500 annual reports AKA Head Start 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 AKA Head Start. Not financial advice. Report a correction · Methodology