New Georgia Project Action Fund 401(k) match, vesting and fees
What New Georgia Project Action Fund'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 | The Retirement Advantage, Inc. | Schedule C ↗ |
| Independent auditor | Bambo Sonaike Cpa (qualified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| New Georgia Project Action Fund: employer contribution per participant | $17 | |
| Peer median | $2,682 |
| New Georgia Project Action Fund: average balance | $983 | |
| Peer median | $99,496 |
| New Georgia Project Action Fund: admin expenses ÷ assets | 3.26% | |
| Peer median | 0.18% |
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 $57K at the end of plan year 2021 to $610K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 629 | $610K | $10K | $17 | 3.26% | Not published | Form 5500 ↗ |
| 2024 | 682 | $681K | $36K | $53 | 1.49% | Not published | Form 5500 ↗ |
| 2023 | 538 | $491K | $34K | $64 | 2.10% | Not published | Form 5500 ↗ |
| 2022 | 596 | $229K | $33K | $62 | 0.65% | Not published | Form 5500 ↗ |
| 2021 | 60 | $57K | $10K | $170 | 0.00% | Not published | 5500-SF ↗ |
Common questions
Does New Georgia Project Action Fund match 401(k) contributions?
The match terms for the New Georgia Project Action Fund 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $10K in employer contributions, about $17 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New Georgia Project Action Fund 401(k) match vested?
The vesting schedule for the New Georgia Project Action Fund 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the New Georgia Project Action Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Retirement Advantage, Inc.. The plan administrator is New Georgia Project Action Fund.
I left New Georgia Project Action Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New Georgia Project Action Fund, (404) 996-6612) or the recordkeeper, The Retirement Advantage, Inc.. The New Georgia Project Action Fund old 401(k) page lists the contacts from every plan filing. Find an old New Georgia Project Action Fund 401(k)
Data from the public Form 5500 annual reports New Georgia Project Action Fund 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 New Georgia Project Action Fund. Not financial advice. Report a correction · Methodology