Mary E. Bivins Foundation 401(k) match, vesting and fees
What Mary E. Bivins Foundation'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 | John Hancock USA | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 65,395 defined-contribution plans in other services with fewer than 100 participants.
| Mary E. Bivins Foundation: employer contribution per participant | $370 | |
| Peer median | $1,310 |
| Mary E. Bivins Foundation: average balance | $46,886 | |
| Peer median | $14,317 |
| Mary E. Bivins Foundation: admin expenses ÷ assets | 1.28% | |
| Peer median | 0.52% |
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 $3.7M at the end of plan year 2021 to $2.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 48 | $2.3M | $18K | $370 | 1.28% | Not published | 5500-SF ↗ |
| 2024 | 55 | $2.8M | $56K | $1,017 | 1.58% | Not published | Form 5500 ↗ |
| 2023 | 221 | $2.7M | $55K | $247 | 1.31% | Not published | Form 5500 ↗ |
| 2022 | 241 | $2.7M | $42K | $173 | 1.22% | Not published | Form 5500 ↗ |
| 2021 | 254 | $3.7M | $99K | $391 | 1.33% | Not published | Form 5500 ↗ |
Common questions
Does Mary E. Bivins Foundation match 401(k) contributions?
The match terms for the Mary E. Bivins Foundation 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $18K in employer contributions, about $370 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mary E. Bivins Foundation 401(k) match vested?
The vesting schedule for the Mary E. Bivins Foundation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mary E. Bivins Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is Futureplan Fiduciary Services, LLC.
I left Mary E. Bivins Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services, LLC, (855) 711-5283) or the recordkeeper, John Hancock USA. The Mary E. Bivins Foundation old 401(k) page lists the contacts from every plan filing. Find an old Mary E. Bivins Foundation 401(k)
Data from the public Form 5500 annual reports Mary E. Bivins Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Mary E. Bivins Foundation. Not financial advice. Report a correction · Methodology