Blue Valley Community Action P 401(k) match, vesting and fees
What Blue Valley Community Action P'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 | Jarred, Gilmore & Phillips, PA (unmodified opinion) | 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.
| Blue Valley Community Action P: employer contribution per participant | $590 | |
| Peer median | $1,468 |
| Blue Valley Community Action P: average balance | $12,872 | |
| Peer median | $37,786 |
| Blue Valley Community Action P: admin expenses ÷ assets | 0.06% | |
| 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 $1.6M at the end of plan year 2021 to $2.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 178 | $2.1M | $94K | $590 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 171 | $1.8M | $93K | $584 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 162 | $1.4M | $95K | $610 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 160 | $1.6M | $105K | $659 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Blue Valley Community Action P match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Blue Valley Community Action Partnership have not been published from its filing yet. The plan year 2024 filing reports $94K in employer contributions, about $590 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Blue Valley Community Action P 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Blue Valley Community Action Partnership is not in the data published so far. Your Summary Plan Description states it.
Who manages the Blue Valley Community Action P 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Blue Valley Community Action P.
I left Blue Valley Community Action P. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Blue Valley Community Action P, (402) 729-2278) or the recordkeeper, Mutual of America Investment Corp. The Blue Valley Community Action P old 401(k) page lists the contacts from every plan filing. Find an old Blue Valley Community Action P 401(k)
Data from the public Form 5500 annual reports Blue Valley Community Action P 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 Blue Valley Community Action P. Not financial advice. Report a correction · Methodology