Mers/Missouri Goodwill Industries 403(b) match, vesting and fees
What Mers/Missouri Goodwill Industries' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (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.
| Mers/Missouri Goodwill Industries: employer contribution per participant | $2,049 | |
| Peer median | $1,468 |
| Mers/Missouri Goodwill Industries: average balance | $24,479 | |
| Peer median | $37,786 |
| Mers/Missouri Goodwill Industries: admin expenses ÷ assets | 0.15% | |
| 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 $5.8M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,978 | $10M | $840K | $2,049 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 8,880 | $7.5M | $387K | $1,094 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 7,602 | $5.6M | $366K | $1,253 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 4,326 | $5.8M | $314K | $1,137 | 0.12% | Not published | Form 5500 ↗ |
Other Mers/Missouri Goodwill Industries plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mers/Missouri Goodwill Defined Contribution Plan
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 | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Mers/Missouri Goodwill Industries match 401(k) contributions?
The match terms for the Mers/Missouri Goodwill 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $840K in employer contributions, about $2,049 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mers/Missouri Goodwill Industries 401(k) match vested?
The vesting schedule for the Mers/Missouri Goodwill 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mers/Missouri Goodwill Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Mers/Missouri Goodwill Industries.
I left Mers/Missouri Goodwill Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mers/Missouri Goodwill Industries, (314) 970-9208) or the recordkeeper, American United Life Insurance Co. The Mers/Missouri Goodwill Industries old 401(k) page lists the contacts from every plan filing. Find an old Mers/Missouri Goodwill Industries 401(k)
Data from the public Form 5500 annual reports Mers/Missouri Goodwill Industries 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 Mers/Missouri Goodwill Industries. Not financial advice. Report a correction · Methodology