Living Resources 403(b) match, vesting and fees
What Living Resources' 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Cusack & Company, Cpa'S LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Living Resources: employer contribution per participant | $1,221 | |
| Peer median | $1,337 |
| Living Resources: average balance | $14,777 | |
| Peer median | $35,764 |
| Living Resources: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.32% |
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 $10.1M at the end of plan year 2021 to $11M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,041 | $11M | $908K | $1,221 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 1,146 | $9.7M | $301K | $340 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 1,140 | $8.7M | $300K | $361 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 1,020 | $10.1M | $568K | $700 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Living Resources match 401(k) contributions?
The match terms for the Living Resources 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $908K in employer contributions, about $1,221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Living Resources 401(k) match vested?
The vesting schedule for the Living Resources 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Living Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Living Resources Corporation.
I left Living Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Living Resources Corporation, (518) 218-0000) or the recordkeeper, Capital Group Retirement Plan Servi. The Living Resources old 401(k) page lists the contacts from every plan filing. Find an old Living Resources 401(k)
Data from the public Form 5500 annual reports Living Resources 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 Living Resources. Not financial advice. Report a correction · Methodology