Evelyn Rubenstein Jewish Commu 401(k) match, vesting and fees
What Evelyn Rubenstein Jewish Commu'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 | Blazek & Vetterling (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Evelyn Rubenstein Jewish Commu: employer contribution per participant | $437 | |
| Peer median | $1,468 |
| Evelyn Rubenstein Jewish Commu: average balance | $32,573 | |
| Peer median | $37,786 |
| Evelyn Rubenstein Jewish Commu: admin expenses ÷ assets | 0.03% | |
| 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 $11M at the end of plan year 2021 to $12.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 443 | $12.8M | $172K | $437 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 403 | $11.1M | $138K | $410 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 430 | $9M | $122K | $305 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 403 | $11M | $142K | $367 | 0.04% | Not published | Form 5500 ↗ |
Other Evelyn Rubenstein Jewish Commu plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401(a) Thrift Plan of Evelyn Rubenstein Jewish Community Center of Houston, 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 Evelyn Rubenstein Jewish Commu match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas have not been published from its filing yet. The plan year 2024 filing reports $172K in employer contributions, about $437 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evelyn Rubenstein Jewish Commu 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evelyn Rubenstein Jewish Commu 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Evelyn Rubenstein Jewish Commu.
I left Evelyn Rubenstein Jewish Commu. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evelyn Rubenstein Jewish Commu, (713) 729-3200) or the recordkeeper, Mutual of America Investment Corp. The Evelyn Rubenstein Jewish Commu old 401(k) page lists the contacts from every plan filing. Find an old Evelyn Rubenstein Jewish Commu 401(k)
Data from the public Form 5500 annual reports Evelyn Rubenstein Jewish Commu 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 Evelyn Rubenstein Jewish Commu. Not financial advice. Report a correction · Methodology