Easter Seals Southern Georgia retirement plan: assets, participants and fees
What Easter Seals Southern Georgia's 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 | Voya Retirement Insurance & Annuity | 2023 Schedule C ↗ |
| Independent auditor | Draffin & Tucker, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Easter Seals Southern Georgia: employer contribution per participant | $418 | |
| Peer median | $1,468 |
| Easter Seals Southern Georgia: average balance | $6,860 | |
| Peer median | $37,786 |
| Easter Seals Southern Georgia: admin expenses ÷ assets | 0.27% | |
| 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 $693K at the end of plan year 2021 to $1.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 197 | $1.2M | $73K | $418 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 250 | $937K | $35K | $165 | 0.48% | Not published | Form 5500 ↗ |
| 2022 | 271 | $669K | $56K | $322 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 243 | $693K | $62K | $419 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Easter Seals Southern Georgia match 401(k) contributions?
The match terms for the Easter Seals Southern Georgia 403b) Retirement have not been published from its filing yet. The plan year 2024 filing reports $73K in employer contributions, about $418 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Easter Seals Southern Georgia 401(k) match vested?
The vesting schedule for the Easter Seals Southern Georgia 403b) Retirement is not in the data published so far. Your Summary Plan Description states it.
Who manages the Easter Seals Southern Georgia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Voya Retirement Insurance & Annuity. The plan administrator is Easter Seals Southern Georgia.
I left Easter Seals Southern Georgia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Easter Seals Southern Georgia, (229) 439-7061) or the recordkeeper, Voya Retirement Insurance & Annuity. The Easter Seals Southern Georgia old 401(k) page lists the contacts from every plan filing. Find an old Easter Seals Southern Georgia 401(k)
Data from the public Form 5500 annual reports Easter Seals Southern Georgia 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 Easter Seals Southern Georgia. Not financial advice. Report a correction · Methodology