San Diego Humane Society S.P.C.A. 403(b) match, vesting and fees
What San Diego Humane Society S.P.C.A.'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 | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| San Diego Humane Society S.P.C.A.: employer contribution per participant | $2,080 | |
| Peer median | $1,803 |
| San Diego Humane Society S.P.C.A.: average balance | $61,996 | |
| Peer median | $48,934 |
| San Diego Humane Society S.P.C.A.: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.31% |
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 $17M at the end of plan year 2021 to $28.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 839 | $28.6M | $959K | $2,080 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 835 | $23.8M | $806K | $1,961 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 796 | $20.1M | $716K | $1,826 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 745 | $17M | $699K | $1,735 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does San Diego Humane Society S.P.C.A. match 401(k) contributions?
The match terms for the San Diego Humane Society and S.P.C.A. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $959K in employer contributions, about $2,080 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Diego Humane Society S.P.C.A. 401(k) match vested?
The vesting schedule for the San Diego Humane Society and S.P.C.A. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Diego Humane Society S.P.C.A. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is San Diego Humane Society S.P.C.A..
I left San Diego Humane Society S.P.C.A.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Diego Humane Society S.P.C.A., (619) 299-7012) or the recordkeeper, Capital Group Retirement Plan Svcs.. The San Diego Humane Society S.P.C.A. old 401(k) page lists the contacts from every plan filing. Find an old San Diego Humane Society S.P.C.A. 401(k)
Data from the public Form 5500 annual reports San Diego Humane Society S.P.C.A. 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 San Diego Humane Society S.P.C.A.. Not financial advice. Report a correction · Methodology