Mental Health Mental Retardation Authority of Brazos Valley retirement plan: assets, participants and fees
What Mental Health Mental Retardation Authority of Brazos Valley'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 | American United Life Insurance Co | 2023 Schedule C ↗ |
| Independent auditor | Pittford Samuels PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Mental Health Mental Retardation Authority of Brazos Valley: employer contribution per participant | $1,764 | |
| Peer median | $1,468 |
| Mental Health Mental Retardation Authority of Brazos Valley: average balance | $34,804 | |
| Peer median | $37,786 |
| Mental Health Mental Retardation Authority of Brazos Valley: admin expenses ÷ assets | 0.01% | |
| 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 $4.1M at the end of plan year 2021 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 203 | $4.5M | $229K | $1,764 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 196 | $4M | $223K | $1,653 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 195 | $3.5M | $240K | $1,705 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 204 | $4.1M | $206K | $1,428 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Mental Health Mental Retardation Authority of Brazos Valley match 401(k) contributions?
The match terms for the Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $229K in employer contributions, about $1,764 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mental Health Mental Retardation Authority of Brazos Valley 401(k) match vested?
The vesting schedule for the Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mental Health Mental Retardation Authority of Brazos Valley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is American United Life Insurance Co. The plan administrator is Mental Health Mental Retardation Authority of Brazos Valley.
I left Mental Health Mental Retardation Authority of Brazos Valley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mental Health Mental Retardation Authority of Brazos Valley, (979) 822-6467) or the recordkeeper, American United Life Insurance Co. The Mental Health Mental Retardation Authority of Brazos Valley old 401(k) page lists the contacts from every plan filing. Find an old Mental Health Mental Retardation Authority of Brazos Valley 401(k)
Data from the public Form 5500 annual reports Mental Health Mental Retardation Authority of Brazos Valley 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 Mental Health Mental Retardation Authority of Brazos Valley. Not financial advice. Report a correction · Methodology