Mission Action 401(k) match, vesting and fees
What Mission Action'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 | Merrill Lynch Retirement & Benefit | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Mission Action: employer contribution per participant | $4,404 | |
| Peer median | $1,468 |
| Mission Action: average balance | $26,894 | |
| Peer median | $37,786 |
| Mission Action: admin expenses ÷ assets | 0.13% | |
| 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 $807K at the end of plan year 2021 to $3.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 144 | $3.7M | $612K | $4,404 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 143 | $2.8M | $884K | $6,228 | 0.08% | Not published | 5500-SF ↗ |
| 2022 | 99 | $1.8M | $815K | $8,314 | 0.00% | Not published | 5500-SF ↗ |
| 2021 | 73 | $807K | $807K | $11,693 | 0.00% | Not published | 5500-SF ↗ |
Other Mission Action plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mission Action, Inc. 403(b) 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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Mission Action match 401(k) contributions?
The match terms for the Mission Action, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $612K in employer contributions, about $4,404 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mission Action 401(k) match vested?
The vesting schedule for the Mission Action, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mission Action 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Retirement & Benefit. The plan administrator is Mission Action, Inc..
I left Mission Action. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mission Action, Inc., (415) 857-7700) or the recordkeeper, Merrill Lynch Retirement & Benefit. The Mission Action old 401(k) page lists the contacts from every plan filing. Find an old Mission Action 401(k)
Data from the public Form 5500 annual reports Mission Action 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 Mission Action. Not financial advice. Report a correction · Methodology