Southern Oregon Child and Family Council retirement plan: assets, participants and fees
What Southern Oregon Child and Family Council's retirement plan 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 | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Southern Oregon Child and Family Council: employer contribution per participant | $119 | |
| Peer median | $1,337 |
| Southern Oregon Child and Family Council: average balance | $18,221 | |
| Peer median | $35,764 |
| Southern Oregon Child and Family Council: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.32% |
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 $9.1M at the end of plan year 2021 to $11.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 668 | $11.6M | $76K | $119 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 721 | $12.5M | $700K | $1,047 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 699 | $9.9M | $602K | $914 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 607 | $9.1M | $597K | $1,016 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Southern Oregon Child and Family Council match 401(k) contributions?
The match terms for the Southern Oregon Head Start Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $76K in employer contributions, about $119 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Oregon Child and Family Council 401(k) match vested?
The vesting schedule for the Southern Oregon Head Start Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Oregon Child and Family Council 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Southern Oregon Child and Family Council, Inc..
I left Southern Oregon Child and Family Council. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Oregon Child and Family Council, Inc., (541) 734-5150) or the recordkeeper, Mutual of America Investment Corp. The Southern Oregon Child and Family Council old 401(k) page lists the contacts from every plan filing. Find an old Southern Oregon Child and Family Council 401(k)
Data from the public Form 5500 annual reports Southern Oregon Child and Family Council 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 Southern Oregon Child and Family Council. Not financial advice. Report a correction · Methodology