Santa Catalina Island Conservancy 401(k) match, vesting and fees
What Santa Catalina Island Conservancy'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Santa Catalina Island Conservancy: employer contribution per participant | $2,569 | |
| Peer median | $2,521 |
| Santa Catalina Island Conservancy: average balance | $62,592 | |
| Peer median | $75,833 |
| Santa Catalina Island Conservancy: admin expenses ÷ assets | 0.02% | |
| 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 $11M at the end of plan year 2021 to $13.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 227 | $13.8M | $565K | $2,569 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 222 | $12M | $496K | $2,341 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 190 | $10M | $366K | $1,959 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 163 | $11M | $345K | $2,154 | 0.01% | Not published | Form 5500 ↗ |
Other Santa Catalina Island Conservancy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Santa Catalina Island Conservancy Defined Benefit Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Santa Catalina Island Conservancy match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Santa Catalina Island Conservancy have not been published from its filing yet. The plan year 2024 filing reports $565K in employer contributions, about $2,569 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Santa Catalina Island Conservancy 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Santa Catalina Island Conservancy is not in the data published so far. Your Summary Plan Description states it.
Who manages the Santa Catalina Island Conservancy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Santa Catalina Island Conservancy.
I left Santa Catalina Island Conservancy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Santa Catalina Island Conservancy, (310) 510-2595) or the recordkeeper, Mutual of America Investment Corp. The Santa Catalina Island Conservancy old 401(k) page lists the contacts from every plan filing. Find an old Santa Catalina Island Conservancy 401(k)
Data from the public Form 5500 annual reports Santa Catalina Island Conservancy 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 Santa Catalina Island Conservancy. Not financial advice. Report a correction · Methodology