Atlanta Union Mission 403b Plan 403(b) match, vesting and fees
What Atlanta Union Mission 403b Plan'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Atlanta Union Mission 403b Plan: employer contribution per participant | $1,093 | |
| Peer median | $1,468 |
| Atlanta Union Mission 403b Plan: average balance | $22,587 | |
| Peer median | $37,786 |
| Atlanta Union Mission 403b Plan: admin expenses ÷ assets | 0.88% | |
| 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 $5.3M at the end of plan year 2021 to $6.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 377 | $6.3M | $304K | $1,093 | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 340 | $5.5M | $377K | $1,296 | 0.80% | Not published | Form 5500 ↗ |
| 2022 | 312 | $4.2M | $293K | $1,131 | 0.82% | Not published | Form 5500 ↗ |
| 2021 | 279 | $5.3M | $279K | $1,249 | 0.84% | Not published | Form 5500 ↗ |
Common questions
Does Atlanta Union Mission 403b Plan match 401(k) contributions?
The match terms for the Atlanta Union Mission 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $304K in employer contributions, about $1,093 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atlanta Union Mission 403b Plan 401(k) match vested?
The vesting schedule for the Atlanta Union Mission 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atlanta Union Mission 403b Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Atlanta Union Mission 403b Plan.
I left Atlanta Union Mission 403b Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Atlanta Union Mission 403b Plan, (404) 979-6359) or the recordkeeper, Voya Retirement Insurance & Annuity. The Atlanta Union Mission 403b Plan old 401(k) page lists the contacts from every plan filing. Find an old Atlanta Union Mission 403b Plan 401(k)
Data from the public Form 5500 annual reports Atlanta Union Mission 403b Plan 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 Atlanta Union Mission 403b Plan. Not financial advice. Report a correction · Methodology