Anna Maria of Aurora 401(k) match, vesting and fees
What Anna Maria of Aurora'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 | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Anna Maria of Aurora: employer contribution per participant | $437 | |
| Peer median | $1,468 |
| Anna Maria of Aurora: average balance | $27,556 | |
| Peer median | $37,786 |
| Anna Maria of Aurora: admin expenses ÷ assets | 0.85% | |
| Peer median | 0.39% |
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 $2.2M at the end of plan year 2021 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 333 | $3.2M | $50K | $437 | 0.85% | Not published | Form 5500 ↗ |
| 2023 | 346 | $2.6M | $47K | $402 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 308 | $2.1M | $42K | $346 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 320 | $2.2M | $42K | $328 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Anna Maria of Aurora match 401(k) contributions?
The match terms for the Anna Maria of Aurora, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $50K in employer contributions, about $437 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Anna Maria of Aurora 401(k) match vested?
The vesting schedule for the Anna Maria of Aurora, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anna Maria of Aurora 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is Anna Maria of Aurora, Inc..
I left Anna Maria of Aurora. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anna Maria of Aurora, Inc., (330) 562-6171) or the recordkeeper, Empower Annuity Ins. Co. of America. The Anna Maria of Aurora old 401(k) page lists the contacts from every plan filing. Find an old Anna Maria of Aurora 401(k)
Data from the public Form 5500 annual reports Anna Maria of Aurora 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 Anna Maria of Aurora. Not financial advice. Report a correction · Methodology