Arrowhead Economic Opportunity Agency 403(b) match, vesting and fees
What Arrowhead Economic Opportunity Agency'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Walker, Giroux & Hahne, LLC (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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Arrowhead Economic Opportunity Agency: employer contribution per participant | $1,349 | |
| Peer median | $1,337 |
| Arrowhead Economic Opportunity Agency: average balance | $35,164 | |
| Peer median | $35,764 |
| Arrowhead Economic Opportunity Agency: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.32% |
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 $19M at the end of plan year 2021 to $18.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 591 | $18.9M | $726K | $1,349 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 583 | $17.2M | $626K | $1,159 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 551 | $15.9M | $585K | $1,130 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 522 | $19M | $626K | $1,244 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Arrowhead Economic Opportunity Agency match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated have not been published from its filing yet. The plan year 2024 filing reports $726K in employer contributions, about $1,349 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arrowhead Economic Opportunity Agency 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arrowhead Economic Opportunity Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Arrowhead Economic Opportunity Agency, Incorporated.
I left Arrowhead Economic Opportunity Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arrowhead Economic Opportunity Agency, Incorporated, (218) 749-2912) or the recordkeeper, Mutual of America Investment Corp. The Arrowhead Economic Opportunity Agency old 401(k) page lists the contacts from every plan filing. Find an old Arrowhead Economic Opportunity Agency 401(k)
Data from the public Form 5500 annual reports Arrowhead Economic Opportunity Agency 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 Arrowhead Economic Opportunity Agency. Not financial advice. Report a correction · Methodology