Southwest Oklahoma Community Action Group 401(k) match, vesting and fees
What Southwest Oklahoma Community Action Group'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 | Landmark Plc Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Southwest Oklahoma Community Action Group: employer contribution per participant | $1,068 | |
| Peer median | $1,803 |
| Southwest Oklahoma Community Action Group: average balance | $32,464 | |
| Peer median | $48,934 |
| Southwest Oklahoma Community Action Group: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.31% |
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 $3.7M at the end of plan year 2021 to $4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 123 | $4M | $131K | $1,068 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 136 | $3.7M | $136K | $998 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 147 | $3.3M | $135K | $947 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 153 | $3.7M | $131K | $878 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Southwest Oklahoma Community Action Group match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Southwest Oklahoma Community Action Group, Inc. have not been published from its filing yet. The plan year 2024 filing reports $131K in employer contributions, about $1,068 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwest Oklahoma Community Action Group 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Southwest Oklahoma Community Action Group, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwest Oklahoma Community Action Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Southwest Oklahoma Community Action Group, Inc..
I left Southwest Oklahoma Community Action Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwest Oklahoma Community Action Group, Inc., (580) 482-5040) or the recordkeeper, Mutual of America Investment Corp. The Southwest Oklahoma Community Action Group old 401(k) page lists the contacts from every plan filing. Find an old Southwest Oklahoma Community Action Group 401(k)
Data from the public Form 5500 annual reports Southwest Oklahoma Community Action Group 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 Southwest Oklahoma Community Action Group. Not financial advice. Report a correction · Methodology