Boys & Girls Clubs of the Valley 401(k) match, vesting and fees
What Boys & Girls Clubs of the Valley'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (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.
| Boys & Girls Clubs of the Valley: employer contribution per participant | $1,082 | |
| Peer median | $1,803 |
| Boys & Girls Clubs of the Valley: average balance | $16,004 | |
| Peer median | $48,934 |
| Boys & Girls Clubs of the Valley: admin expenses ÷ assets | 0.30% | |
| 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 $5.8M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 487 | $7.1M | $479K | $1,082 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 251 | $4.8M | $397K | $2,047 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 262 | $4.7M | $326K | $1,464 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 269 | $5.8M | $307K | $1,236 | 0.49% | Not published | Form 5500 ↗ |
Other Boys & Girls Clubs of the Valley plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Boys & Girls Clubs of the Valley, Inc. 403(b) Plan
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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Boys & Girls Clubs of the Valley match 401(k) contributions?
The match terms for the Boys & Girls Clubs of the Valley, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $479K in employer contributions, about $1,082 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boys & Girls Clubs of the Valley 401(k) match vested?
The vesting schedule for the Boys & Girls Clubs of the Valley, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boys & Girls Clubs of the Valley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Boys & Girls Clubs of the Valley, Inc..
I left Boys & Girls Clubs of the Valley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Boys & Girls Clubs of the Valley, Inc., (602) 954-8182) or the recordkeeper, Empower Annuity Insurance Company. The Boys & Girls Clubs of the Valley old 401(k) page lists the contacts from every plan filing. Find an old Boys & Girls Clubs of the Valley 401(k)
Data from the public Form 5500 annual reports Boys & Girls Clubs of the Valley 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 Boys & Girls Clubs of the Valley. Not financial advice. Report a correction · Methodology