Arizona Humane Society 401(k) match, vesting and fees
What Arizona Humane 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Arizona Humane Society: employer contribution per participant | $520 | |
| Peer median | $1,803 |
| Arizona Humane Society: average balance | $22,085 | |
| Peer median | $48,934 |
| Arizona Humane Society: admin expenses ÷ assets | 1.11% | |
| Peer median | 0.31% |
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 $6.3M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 459 | $10M | $236K | $520 | 1.11% | Not published | Form 5500 ↗ |
| 2023 | 466 | $8M | $243K | $526 | 0.86% | Not published | Form 5500 ↗ |
| 2022 | 406 | $6M | $206K | $510 | 0.81% | Not published | Form 5500 ↗ |
| 2021 | 352 | $6.3M | $185K | $526 | 0.83% | Not published | Form 5500 ↗ |
Common questions
Does Arizona Humane Society match 401(k) contributions?
The match terms for the The Arizona Humane Society 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $236K in employer contributions, about $520 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arizona Humane Society 401(k) match vested?
The vesting schedule for the The Arizona Humane Society 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arizona Humane Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is The Arizona Humane Society.
I left Arizona Humane Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Arizona Humane Society, (602) 997-7585) or the recordkeeper, Transamerica Retirement Solutions. The Arizona Humane Society old 401(k) page lists the contacts from every plan filing. Find an old Arizona Humane Society 401(k)
Data from the public Form 5500 annual reports Arizona Humane 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 Arizona Humane Society. Not financial advice. Report a correction · Methodology