Partnership for Strong Families 401(k) match, vesting and fees
What Partnership for Strong Families' 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 | Avantax Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Moss, Krusick & Associates, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 51 defined-contribution plans in public administration with 100 to 499 participants.
| Partnership for Strong Families: employer contribution per participant | $1,370 | |
| Peer median | $2,018 |
| Partnership for Strong Families: average balance | $37,886 | |
| Peer median | $40,385 |
| Partnership for Strong Families: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.40% |
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 $6.7M at the end of plan year 2023 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 205 | $7.3M | $264K | $1,370 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 203 | $6.7M | $292K | $1,529 | 0.72% | Not published | Form 5500 ↗ |
Common questions
Does Partnership for Strong Families match 401(k) contributions?
The match terms for the Employee Benefit Plan of Partnership for Strong Families, Inc. have not been published from its filing yet. The plan year 2024 filing reports $264K in employer contributions, about $1,370 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Partnership for Strong Families 401(k) match vested?
The vesting schedule for the Employee Benefit Plan of Partnership for Strong Families, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Partnership for Strong Families 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Avantax Retirement Plan Services. The plan administrator is Partnership for Strong Families, Inc..
I left Partnership for Strong Families. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Partnership for Strong Families, Inc., (352) 244-1500) or the recordkeeper, Avantax Retirement Plan Services. The Partnership for Strong Families old 401(k) page lists the contacts from every plan filing. Find an old Partnership for Strong Families 401(k)
Data from the public Form 5500 annual reports Partnership for Strong Families filed with the U.S. Department of Labor (plan years 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 Partnership for Strong Families. Not financial advice. Report a correction · Methodology