C.E.F.S. Economic Opportunity Corporation Plan 403(b) match, vesting and fees
What C.E.F.S. Economic Opportunity Corporation 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 | Mutual of America Life Insurance Co | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (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.
| C.E.F.S. Economic Opportunity Corporation Plan: employer contribution per participant | $323 | |
| Peer median | $1,468 |
| C.E.F.S. Economic Opportunity Corporation Plan: average balance | $11,892 | |
| Peer median | $37,786 |
| C.E.F.S. Economic Opportunity Corporation Plan: admin expenses ÷ assets | 0.08% | |
| 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 $5.1M at the end of plan year 2021 to $5.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 532 | $5.9M | $161K | $323 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 532 | $5.4M | $156K | $325 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 603 | $4.9M | $158K | $291 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 489 | $5.1M | $172K | $383 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does C.E.F.S. Economic Opportunity Corporation Plan match 401(k) contributions?
The match terms for the C.E.F.S. Economic Opportunity Corporation Plan have not been published from its filing yet. The plan year 2024 filing reports $161K in employer contributions, about $323 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the C.E.F.S. Economic Opportunity Corporation Plan 401(k) match vested?
The vesting schedule for the C.E.F.S. Economic Opportunity Corporation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the C.E.F.S. Economic Opportunity Corporation Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Life Insurance Co. The plan administrator is C.E.F.S. Economic Opportunity Corporation Plan.
I left C.E.F.S. Economic Opportunity Corporation Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (C.E.F.S. Economic Opportunity Corporation Plan, (217) 342-2193) or the recordkeeper, Mutual of America Life Insurance Co. The C.E.F.S. Economic Opportunity Corporation Plan old 401(k) page lists the contacts from every plan filing. Find an old C.E.F.S. Economic Opportunity Corporation Plan 401(k)
Data from the public Form 5500 annual reports C.E.F.S. Economic Opportunity Corporation 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 C.E.F.S. Economic Opportunity Corporation Plan. Not financial advice. Report a correction · Methodology