Center for Individual & Family Services 403(b) match, vesting and fees
What Center for Individual & Family Services' 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 | July Business Services, LLC | Schedule C ↗ |
| Independent auditor | Kleshinski Morrison & Morris Kleshi (unmodified 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.
| Center for Individual & Family Services: employer contribution per participant | $1,200 | |
| Peer median | $1,468 |
| Center for Individual & Family Services: average balance | $47,679 | |
| Peer median | $37,786 |
| Center for Individual & Family Services: admin expenses ÷ assets | 0.64% | |
| 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 $6.6M 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 | 492 | $7.1M | $179K | $1,200 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 447 | $6.4M | $184K | $1,012 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 570 | $5.6M | $181K | $873 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 476 | $6.6M | $194K | $1,008 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Center for Individual & Family Services match 401(k) contributions?
The match terms for the The Center Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $179K in employer contributions, about $1,200 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Center for Individual & Family Services 401(k) match vested?
The vesting schedule for the The Center Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Center for Individual & Family Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services, LLC. The plan administrator is The Center for Individual & Family Services.
I left Center for Individual & Family Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Center for Individual & Family Services, (419) 756-1717) or the recordkeeper, July Business Services, LLC. The Center for Individual & Family Services old 401(k) page lists the contacts from every plan filing. Find an old Center for Individual & Family Services 401(k)
Data from the public Form 5500 annual reports Center for Individual & Family Services 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 Center for Individual & Family Services. Not financial advice. Report a correction · Methodology