Satellite Affordable Housing a 401(k) match, vesting and fees
What Satellite Affordable Housing a'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 | Baker Tilly US, 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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Satellite Affordable Housing a: employer contribution per participant | $1,872 | |
| Peer median | $1,680 |
| Satellite Affordable Housing a: average balance | $56,352 | |
| Peer median | $52,722 |
| Satellite Affordable Housing a: admin expenses ÷ assets | 0.02% | |
| 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 $12.9M at the end of plan year 2021 to $19.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 390 | $19.7M | $655K | $1,872 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 379 | $16.1M | $644K | $1,871 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 375 | $12.4M | $576K | $1,709 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 310 | $12.9M | $518K | $1,698 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Satellite Affordable Housing a match 401(k) contributions?
The match terms for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates have not been published from its filing yet. The plan year 2024 filing reports $655K in employer contributions, about $1,872 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Satellite Affordable Housing a 401(k) match vested?
The vesting schedule for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates is not in the data published so far. Your Summary Plan Description states it.
Who manages the Satellite Affordable Housing a 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Satellite Affordable Housing a.
I left Satellite Affordable Housing a. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Satellite Affordable Housing a, (510) 809-2709) or the recordkeeper, Mutual of America Investment Corp. The Satellite Affordable Housing a old 401(k) page lists the contacts from every plan filing. Find an old Satellite Affordable Housing a 401(k)
Data from the public Form 5500 annual reports Satellite Affordable Housing 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 Satellite Affordable Housing a. Not financial advice. Report a correction · Methodology