Mundo Verde Bilingual Public Charter School 401(k) match, vesting and fees
What Mundo Verde Bilingual Public Charter School'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Sb & Company, LLC (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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Mundo Verde Bilingual Public Charter School: employer contribution per participant | $1,233 | |
| Peer median | $2,521 |
| Mundo Verde Bilingual Public Charter School: average balance | $13,149 | |
| Peer median | $75,833 |
| Mundo Verde Bilingual Public Charter School: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.27% |
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 $2.8M at the end of plan year 2021 to $5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 392 | $5M | $473K | $1,233 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 366 | $3.5M | $357K | $1,036 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 293 | $2.6M | $350K | $1,665 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 304 | $2.8M | $266K | $893 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Mundo Verde Bilingual Public Charter School match 401(k) contributions?
The match terms for the Mundo Verde Bilingual Public Charter School Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $473K in employer contributions, about $1,233 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mundo Verde Bilingual Public Charter School 401(k) match vested?
The vesting schedule for the Mundo Verde Bilingual Public Charter School Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mundo Verde Bilingual Public Charter School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Mundo Verde Bilingual Public Charter School.
I left Mundo Verde Bilingual Public Charter School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mundo Verde Bilingual Public Charter School, (703) 850-1795) or the recordkeeper, Empower Annuity Insurance Company O. The Mundo Verde Bilingual Public Charter School old 401(k) page lists the contacts from every plan filing. Find an old Mundo Verde Bilingual Public Charter School 401(k)
Data from the public Form 5500 annual reports Mundo Verde Bilingual Public Charter School 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 Mundo Verde Bilingual Public Charter School. Not financial advice. Report a correction · Methodology