Senior Resources of West Michigan 401(k) match, vesting and fees

Plan year 2025 filing403(b) Thrift Plan for Employees of Senior Resources of West Michigan · Plan 002 · EIN 38-2048765Updated Oct 2026

What Senior Resources of West Michigan's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $264K in employer contributions, about $2,061 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$67,001
Average account balance
128
Participants (end of year)
$8.6M
Plan assets (end of year)
0.01%
Admin expenses ÷ assets

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.

RecordkeeperMutual of America Investment CorpSchedule C ↗
Independent auditorHungerford Cpa + Advisors (disclaimer opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.

Senior Resources of West Michigan: employer contribution per participant$2,061
Peer median$1,890
Senior Resources of West Michigan: average balance$67,001
Peer median$56,033
Senior Resources of West Michigan: admin expenses ÷ assets0.01%
Peer median0.37%

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 $6.8M at the end of plan year 2021 to $8.6M at the end of plan year 2025.

$6.8M2021$6M2022$7.4M2023$7.9M2024$8.6M2025
End-of-year figures from each plan year's Form 5500 filing for the Senior Resources of West Michigan plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025128$8.6M$264K$2,0610.01%Not publishedForm 5500 ↗
2024122$7.9M$231K$1,9070.01%Not publishedForm 5500 ↗
2023143$7.4M$261K$1,880<0.01%Not publishedForm 5500 ↗
2022146$6M$249K$1,830<0.01%Not publishedForm 5500 ↗
2021128$6.8M$240K$1,878<0.01%Not publishedForm 5500 ↗

Common questions

Does Senior Resources of West Michigan match 401(k) contributions?

The match terms for the 403(b) Thrift Plan for Employees of Senior Resources of West Michigan have not been published from its filing yet. The plan year 2025 filing reports $264K in employer contributions, about $2,061 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Senior Resources of West Michigan 401(k) match vested?

The vesting schedule for the 403(b) Thrift Plan for Employees of Senior Resources of West Michigan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Senior Resources of West Michigan 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Mutual of America Investment Corp. The plan administrator is Senior Resources of West Michigan.

I left Senior Resources of West Michigan. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Senior Resources of West Michigan, (231) 739-5858) or the recordkeeper, Mutual of America Investment Corp. The Senior Resources of West Michigan old 401(k) page lists the contacts from every plan filing. Find an old Senior Resources of West Michigan 401(k)

Data from the public Form 5500 annual reports Senior Resources of West Michigan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Senior Resources of West Michigan. Not financial advice. Report a correction · Methodology