Opportunities Inc of Jefferson Co Unty 403(b) match, vesting and fees
What Opportunities Inc of Jefferson Co Unty's 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 | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Wipfli, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Opportunities Inc of Jefferson Co Unty: employer contribution per participant | $1,674 | |
| Peer median | $1,468 |
| Opportunities Inc of Jefferson Co Unty: average balance | $69,093 | |
| Peer median | $37,786 |
| Opportunities Inc of Jefferson Co Unty: admin expenses ÷ assets | 0.46% | |
| 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 $9M at the end of plan year 2021 to $10.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 357 | $10.6M | $258K | $1,674 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 309 | $9.5M | $231K | $1,462 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 321 | $8.2M | $217K | $1,294 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 249 | $9M | $218K | $1,714 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Opportunities Inc of Jefferson Co Unty match 401(k) contributions?
The match terms for the 403 B Thrift Plan of Opportunities Inc of Jefferson County have not been published from its filing yet. The plan year 2024 filing reports $258K in employer contributions, about $1,674 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Opportunities Inc of Jefferson Co Unty 401(k) match vested?
The vesting schedule for the 403 B Thrift Plan of Opportunities Inc of Jefferson County is not in the data published so far. Your Summary Plan Description states it.
Who manages the Opportunities Inc of Jefferson Co Unty 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Trust Company, N.A.. The plan administrator is Opportunities Inc of Jefferson Co Unty.
I left Opportunities Inc of Jefferson Co Unty. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Opportunities Inc of Jefferson Co Unty, (920) 563-2437) or the recordkeeper, Associated Trust Company, N.A.. The Opportunities Inc of Jefferson Co Unty old 401(k) page lists the contacts from every plan filing. Find an old Opportunities Inc of Jefferson Co Unty 401(k)
Data from the public Form 5500 annual reports Opportunities Inc of Jefferson Co Unty 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 Opportunities Inc of Jefferson Co Unty. Not financial advice. Report a correction · Methodology