Enrichment Services Program 401(k) match, vesting and fees
What Enrichment Services Program'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 Sec. Corp LLC | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · 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.
| Enrichment Services Program: employer contribution per participant | $270 | |
| Peer median | $1,468 |
| Enrichment Services Program: average balance | $7,761 | |
| Peer median | $37,786 |
| Enrichment Services Program: admin expenses ÷ assets | 3.52% | |
| 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 $881K at the end of plan year 2021 to $955K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 123 | $955K | $33K | $270 | 3.52% | Not published | 5500-SF ↗ |
| 2023 | 620 | $890K | $28K | $293 | 1.39% | Not published | Form 5500 ↗ |
| 2022 | 572 | $738K | $24K | $120 | 1.03% | Not published | Form 5500 ↗ |
| 2021 | 505 | $881K | $22K | $109 | 0.73% | Not published | Form 5500 ↗ |
Common questions
Does Enrichment Services Program match 401(k) contributions?
The match terms for the Enrichment Services Program, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $33K in employer contributions, about $270 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Enrichment Services Program 401(k) match vested?
The vesting schedule for the Enrichment Services Program, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Enrichment Services Program 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Mutual of America Sec. Corp LLC. The plan administrator is Enrichment Services Program, Inc..
I left Enrichment Services Program. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Enrichment Services Program, Inc., (706) 649-1600) or the recordkeeper, Mutual of America Sec. Corp LLC. The Enrichment Services Program old 401(k) page lists the contacts from every plan filing. Find an old Enrichment Services Program 401(k)
Data from the public Form 5500 annual reports Enrichment Services Program 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 Enrichment Services Program. Not financial advice. Report a correction · Methodology