Bolivar Cty. Com. Action Program retirement plan: assets, participants and fees
What Bolivar Cty. Com. Action Program's retirement plan 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 | 1547 Fairwood Drive | Schedule C ↗ |
| Independent auditor | Watkins, Ward and Stafford, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Bolivar Cty. Com. Action Program: employer contribution per participant | $2,481 | |
| Peer median | $1,684 |
| Bolivar Cty. Com. Action Program: average balance | $44,410 | |
| Peer median | $62,952 |
| Bolivar Cty. Com. Action Program: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.17% |
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 $10.2M at the end of plan year 2021 to $10.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 241 | $10.5M | $585K | $2,481 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 291 | $10M | $519K | $2,101 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 241 | $9.8M | $483K | $2,091 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 250 | $10.2M | $504K | $2,119 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Bolivar Cty. Com. Action Program match 401(k) contributions?
The match terms for the Bolivar County Headstart Retirement Program have not been published from its filing yet. The plan year 2024 filing reports $585K in employer contributions, about $2,481 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bolivar Cty. Com. Action Program 401(k) match vested?
The vesting schedule for the Bolivar County Headstart Retirement Program is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bolivar Cty. Com. Action Program 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is 1547 Fairwood Drive. The plan administrator is Bolivar Cty. Com. Action Program.
I left Bolivar Cty. Com. Action Program. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bolivar Cty. Com. Action Program, (662) 846-1491) or the recordkeeper, 1547 Fairwood Drive. The Bolivar Cty. Com. Action Program old 401(k) page lists the contacts from every plan filing. Find an old Bolivar Cty. Com. Action Program 401(k)
Data from the public Form 5500 annual reports Bolivar Cty. Com. Action Program 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 Bolivar Cty. Com. Action Program. Not financial advice. Report a correction · Methodology