Lift Community Action Agency 403(b) match, vesting and fees
What Lift Community Action Agency's 403(b) 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 | Empower Annuity Insurance Co. | Schedule C ↗ |
| Independent auditor | Finley & Cook, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Lift Community Action Agency: employer contribution per participant | $2,162 | |
| Peer median | $1,468 |
| Lift Community Action Agency: average balance | $36,494 | |
| Peer median | $37,786 |
| Lift Community Action Agency: admin expenses ÷ assets | 0.48% | |
| 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 $12M at the end of plan year 2021 to $11.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 309 | $11.3M | $668K | $2,162 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 297 | $12M | $624K | $2,100 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 285 | $11.8M | $593K | $2,079 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 288 | $12M | $621K | $2,158 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Lift Community Action Agency match 401(k) contributions?
The match terms for the Lift 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $668K in employer contributions, about $2,162 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lift Community Action Agency 401(k) match vested?
The vesting schedule for the Lift 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lift Community Action Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co.. The plan administrator is Lift Community Action Agency, Inc..
I left Lift Community Action Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lift Community Action Agency, Inc., (580) 326-3351) or the recordkeeper, Empower Annuity Insurance Co.. The Lift Community Action Agency old 401(k) page lists the contacts from every plan filing. Find an old Lift Community Action Agency 401(k)
Data from the public Form 5500 annual reports Lift Community Action Agency 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 Lift Community Action Agency. Not financial advice. Report a correction · Methodology