Harcatus Tri-County Community 401(k) match, vesting and fees
What Harcatus Tri-County Community'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 | Snodgrass Certified Public Accounta (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Harcatus Tri-County Community: employer contribution per participant | $523 | |
| Peer median | $1,803 |
| Harcatus Tri-County Community: average balance | $15,953 | |
| Peer median | $48,934 |
| Harcatus Tri-County Community: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.31% |
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 $3M at the end of plan year 2021 to $2.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 198 | $2.7M | $89K | $523 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 206 | $2.8M | $93K | $525 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 208 | $2.7M | $99K | $561 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 169 | $3M | $95K | $570 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Harcatus Tri-County Community match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Harcatus Tri-County Community Action Organization have not been published from its filing yet. The plan year 2024 filing reports $89K in employer contributions, about $523 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Harcatus Tri-County Community 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Harcatus Tri-County Community Action Organization is not in the data published so far. Your Summary Plan Description states it.
Who manages the Harcatus Tri-County Community 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Harcatus Tri-County Community.
I left Harcatus Tri-County Community. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Harcatus Tri-County Community, (740) 922-0933) or the recordkeeper, Mutual of America Investment Corp. The Harcatus Tri-County Community old 401(k) page lists the contacts from every plan filing. Find an old Harcatus Tri-County Community 401(k)
Data from the public Form 5500 annual reports Harcatus Tri-County Community 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 Harcatus Tri-County Community. Not financial advice. Report a correction · Methodology