Harry and Rose Samson Family J retirement plan: assets, participants and fees
What Harry and Rose Samson Family J'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · 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.
| Harry and Rose Samson Family J: employer contribution per participant | $711 | |
| Peer median | $1,803 |
| Harry and Rose Samson Family J: average balance | $29,141 | |
| Peer median | $48,934 |
| Harry and Rose Samson Family J: admin expenses ÷ assets | 0.04% | |
| 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 $4.9M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 969 | $7.1M | $173K | $711 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 701 | $6M | $133K | $544 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 229 | $5M | $141K | $616 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 194 | $4.9M | -$6 | -$0 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Harry and Rose Samson Family J match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. have not been published from its filing yet. The plan year 2024 filing reports $173K in employer contributions, about $711 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Harry and Rose Samson Family J 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Harry and Rose Samson Family J 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Harry and Rose Samson Family J.
I left Harry and Rose Samson Family J. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Harry and Rose Samson Family J, (414) 964-4444) or the recordkeeper, Mutual of America Investment Corp. The Harry and Rose Samson Family J old 401(k) page lists the contacts from every plan filing. Find an old Harry and Rose Samson Family J 401(k)
Data from the public Form 5500 annual reports Harry and Rose Samson Family J 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 Harry and Rose Samson Family J. Not financial advice. Report a correction · Methodology