Community Action Partners of Orange County 401(k) match, vesting and fees
What Community Action Partners of Orange County'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | West, Davis, & Company, LLP (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.
| Community Action Partners of Orange County: employer contribution per participant | $2,684 | |
| Peer median | $1,803 |
| Community Action Partners of Orange County: average balance | $43,334 | |
| Peer median | $48,934 |
| Community Action Partners of Orange County: admin expenses ÷ assets | 0.03% | |
| 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 $6.5M at the end of plan year 2021 to $7.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 203 | $7.9M | $491K | $2,684 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 218 | $7M | $488K | $2,355 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 197 | $6.1M | $484K | $2,559 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 180 | $6.5M | $432K | $2,402 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Community Action Partners of Orange County match 401(k) contributions?
The match terms for the Community Action Partners of Orange County 403(b) have not been published from its filing yet. The plan year 2024 filing reports $491K in employer contributions, about $2,684 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Action Partners of Orange County 401(k) match vested?
The vesting schedule for the Community Action Partners of Orange County 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Action Partners of Orange County 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 Partners of Orange County.
I left Community Action Partners of Orange County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Action Partners of Orange County, (714) 897-6670) or the recordkeeper, Mutual of America Investment Corp. The Community Action Partners of Orange County old 401(k) page lists the contacts from every plan filing. Find an old Community Action Partners of Orange County 401(k)
Data from the public Form 5500 annual reports Community Action Partners of Orange County 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 Community Action Partners of Orange County. Not financial advice. Report a correction · Methodology