Ssoba Defined Contribution Retirement Fund retirement plan: assets, participants and fees
What Ssoba Defined Contribution Retirement Fund'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 | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 277 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Ssoba Defined Contribution Retirement Fund: employer contribution per participant | $2,411 | |
| Peer median | $1,484 |
| Ssoba Defined Contribution Retirement Fund: average balance | $17,098 | |
| Peer median | $40,329 |
| Ssoba Defined Contribution Retirement Fund: admin expenses ÷ assets | 2.65% | |
| Peer median | 0.34% |
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 $11.1M at the end of plan year 2021 to $20.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,202 | $20.6M | $2.9M | $2,411 | 2.65% | Not published | Form 5500 ↗ |
| 2023 | 1,126 | $17M | $2.6M | $2,342 | 2.64% | Not published | Form 5500 ↗ |
| 2022 | 1,030 | $13.1M | $2.2M | $2,143 | 1.83% | Not published | Form 5500 ↗ |
| 2021 | 949 | $11.1M | $1.8M | $1,937 | 2.99% | Not published | Form 5500 ↗ |
Common questions
Does Ssoba Defined Contribution Retirement Fund match 401(k) contributions?
The match terms for the Ssoba Defined Contribution Retirement Fund have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $2,411 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ssoba Defined Contribution Retirement Fund 401(k) match vested?
The vesting schedule for the Ssoba Defined Contribution Retirement Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ssoba Defined Contribution Retirement Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Ronald A. Fedrizzi.
I left Ssoba Defined Contribution Retirement Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ronald A. Fedrizzi, (631) 587-9170) or the recordkeeper, Transamerica Retirement Solutions,. The Ssoba Defined Contribution Retirement Fund old 401(k) page lists the contacts from every plan filing. Find an old Ssoba Defined Contribution Retirement Fund 401(k)
Data from the public Form 5500 annual reports Ssoba Defined Contribution Retirement Fund 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 Ssoba Defined Contribution Retirement Fund. Not financial advice. Report a correction · Methodology