Legal Services of North Florida 401(k) match, vesting and fees
What Legal Services of North Florida'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 | Purvis, Gray and Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Legal Services of North Florida: employer contribution per participant | $2,646 | |
| Peer median | $2,521 |
| Legal Services of North Florida: average balance | $48,232 | |
| Peer median | $75,833 |
| Legal Services of North Florida: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.27% |
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 $6.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 176 | $6.6M | $362K | $2,646 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 153 | $5.5M | $260K | $2,325 | 0.01% | Not published | 5500-SF ↗ |
| 2022 | 133 | $4.5M | $230K | $2,189 | <0.01% | Not published | 5500-SF ↗ |
| 2021 | 111 | $4.9M | $190K | $1,938 | 0.01% | Not published | 5500-SF ↗ |
Common questions
Does Legal Services of North Florida match 401(k) contributions?
The match terms for the Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Legal Services of North Florida, Inc. have not been published from its filing yet. The plan year 2024 filing reports $362K in employer contributions, about $2,646 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legal Services of North Florida 401(k) match vested?
The vesting schedule for the Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Legal Services of North Florida, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legal Services of North Florida 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Legal Services of North Florida, Inc..
I left Legal Services of North Florida. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legal Services of North Florida, Inc., (850) 701-3307) or the recordkeeper, Mutual of America Investment Corp. The Legal Services of North Florida old 401(k) page lists the contacts from every plan filing. Find an old Legal Services of North Florida 401(k)
Data from the public Form 5500 annual reports Legal Services of North Florida 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 Legal Services of North Florida. Not financial advice. Report a correction · Methodology