Community Action Corporation of South Texas retirement plan: assets, participants and fees
What Community Action Corporation of South Texas' 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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Root, Spitznas & Smiley, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Community Action Corporation of South Texas: employer contribution per participant | $813 | |
| Peer median | $1,337 |
| Community Action Corporation of South Texas: average balance | $20,499 | |
| Peer median | $35,764 |
| Community Action Corporation of South Texas: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.32% |
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 $13.5M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 929 | $19M | $752K | $813 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 949 | $16M | $738K | $779 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,062 | $13.7M | $695K | $712 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 984 | $13.5M | $655K | $690 | 0.52% | Not published | Form 5500 ↗ |
Other Community Action Corporation of South Texas plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Thrift Plan for Employees of Community Action Corporation of South Texas
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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does Community Action Corporation of South Texas match 401(k) contributions?
The match terms for the Employee Benefit Plan of Community Action Corporation of South Texas have not been published from its filing yet. The plan year 2024 filing reports $752K in employer contributions, about $813 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Action Corporation of South Texas 401(k) match vested?
The vesting schedule for the Employee Benefit Plan of Community Action Corporation of South Texas is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Action Corporation of South Texas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Community Action Corporation of South Texas.
I left Community Action Corporation of South Texas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Action Corporation of South Texas, (361) 664-0145) or the recordkeeper, Mutual of America Investment Corp. The Community Action Corporation of South Texas old 401(k) page lists the contacts from every plan filing. Find an old Community Action Corporation of South Texas 401(k)
Data from the public Form 5500 annual reports Community Action Corporation of South Texas filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Community Action Corporation of South Texas. Not financial advice. Report a correction · Methodology