Community Action Partnership of San Luis Obispo County 403(b) match, vesting and fees
What Community Action Partnership of San Luis Obispo County'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 | California Pension Admin | Schedule C ↗ |
| Independent auditor | Brown Armstrong Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Community Action Partnership of San Luis Obispo County: employer contribution per participant | $1,647 | |
| Peer median | $1,431 |
| Community Action Partnership of San Luis Obispo County: average balance | $47,376 | |
| Peer median | $42,646 |
| Community Action Partnership of San Luis Obispo County: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.23% |
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 $44.4M at the end of plan year 2021 to $58.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,721 | $58.2M | $2M | $1,647 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 1,742 | $47.9M | $1.8M | $1,523 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 1,204 | $39.5M | $1.8M | $1,536 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 1,185 | $44.4M | $1.7M | $1,458 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Community Action Partnership of San Luis Obispo County match 401(k) contributions?
The match terms for the Community Action Partnership of San Luis Obispo County, Inc. 403(B)plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $1,647 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Action Partnership of San Luis Obispo County 401(k) match vested?
The vesting schedule for the Community Action Partnership of San Luis Obispo County, Inc. 403(B)plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Action Partnership of San Luis Obispo County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is California Pension Admin. The plan administrator is Community Action Partnership of San Luis Obispo County, Inc..
I left Community Action Partnership of San Luis Obispo 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 Partnership of San Luis Obispo County, Inc., (805) 544-4355) or the recordkeeper, California Pension Admin. The Community Action Partnership of San Luis Obispo County old 401(k) page lists the contacts from every plan filing. Find an old Community Action Partnership of San Luis Obispo County 401(k)
Data from the public Form 5500 annual reports Community Action Partnership of San Luis Obispo 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 Partnership of San Luis Obispo County. Not financial advice. Report a correction · Methodology