Alston Wilkes Society 401(k) match, vesting and fees
What Alston Wilkes Society's 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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | The Hobbs Group, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 13 defined-contribution plans with 100 to 499 participants.
| Alston Wilkes Society: employer contribution per participant | $284 | |
| Peer median | $1,094 |
| Alston Wilkes Society: average balance | $10,436 | |
| Peer median | $12,963 |
| Alston Wilkes Society: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.21% |
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 $1.1M at the end of plan year 2021 to $1.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 127 | $1.1M | $31K | $284 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 120 | $944K | $25K | $603 | 0.03% | Not published | 5500-SF ↗ |
| 2022 | 42 | $875K | $22K | $542 | 0.03% | Not published | 5500-SF ↗ |
| 2021 | 42 | $1.1M | $0 | $0 | 0.04% | Not published | 5500-SF ↗ |
Other Alston Wilkes Society plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Alston Wilkes Society
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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Alston Wilkes Society match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan for Employees of Alston Wilkes Society have not been published from its filing yet. The plan year 2024 filing reports $31K in employer contributions, about $284 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alston Wilkes Society 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan for Employees of Alston Wilkes Society is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alston Wilkes Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Alston Wilkes Society.
I left Alston Wilkes Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alston Wilkes Society, (803) 799-2490) or the recordkeeper, Mutual of America Investment Corp. The Alston Wilkes Society old 401(k) page lists the contacts from every plan filing. Find an old Alston Wilkes Society 401(k)
Data from the public Form 5500 annual reports Alston Wilkes Society 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 Alston Wilkes Society. Not financial advice. Report a correction · Methodology