Santa Fe South Schools 401(k) match, vesting and fees
What Santa Fe South Schools' 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 | Hspg & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Santa Fe South Schools: employer contribution per participant | $2,342 | |
| Peer median | $1,855 |
| Santa Fe South Schools: average balance | $25,536 | |
| Peer median | $100,069 |
| Santa Fe South Schools: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.11% |
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 $11.3M at the end of plan year 2021 to $15.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 594 | $15.2M | $1.4M | $2,342 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 674 | $12.8M | $1.2M | $1,877 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 629 | $10.1M | $876K | $1,465 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 571 | $11.3M | $873K | $1,656 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Santa Fe South Schools match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,342 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Santa Fe South Schools 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Santa Fe South Schools 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 Fe South Schools, Inc..
I left Santa Fe South Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Santa Fe South Schools, Inc., (405) 601-5440) or the recordkeeper, Mutual of America Investment Corp. The Santa Fe South Schools old 401(k) page lists the contacts from every plan filing. Find an old Santa Fe South Schools 401(k)
Data from the public Form 5500 annual reports Santa Fe South Schools 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 Fe South Schools. Not financial advice. Report a correction · Methodology