Families Forward 401(k) match, vesting and fees
What Families Forward'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 | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Families Forward: employer contribution per participant | $2,096 | |
| Peer median | $1,440 |
| Families Forward: average balance | $56,750 | |
| Peer median | $38,351 |
| Families Forward: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.47% |
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 $4.1M at the end of plan year 2021 to $5.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 105 | $5.8M | $216K | $2,096 | 0.02% | Not published | 5500-SF ↗ |
| 2024 | 102 | $5M | $207K | $2,048 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 107 | $4.7M | $206K | $1,979 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 144 | $3.9M | $232K | $1,680 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 131 | $4.1M | $229K | $1,779 | 0.03% | Not published | 5500-SF ↗ |
Common questions
Does Families Forward match 401(k) contributions?
The match terms for the Safe-Harbor 403(b) Thrift Plan for Employees of Families Forward have not been published from its filing yet. The plan year 2025 filing reports $216K in employer contributions, about $2,096 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Families Forward 401(k) match vested?
The vesting schedule for the Safe-Harbor 403(b) Thrift Plan for Employees of Families Forward is not in the data published so far. Your Summary Plan Description states it.
Who manages the Families Forward 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Families Forward.
I left Families Forward. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Families Forward, (949) 552-2727) or the recordkeeper, Mutual of America Investment Corp. The Families Forward old 401(k) page lists the contacts from every plan filing. Find an old Families Forward 401(k)
Data from the public Form 5500 annual reports Families Forward filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Families Forward. Not financial advice. Report a correction · Methodology