Training and Research Foundation 401(k) match, vesting and fees
What Training and Research Foundation'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 | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $2.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 117 | $2.7M | $42K | $459 | 0.04% | Not published | 5500-SF ↗ |
| 2023 | 97 | $2.6M | $15K | $180 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 140 | $2.5M | $11K | $80 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 136 | $3.2M | $8,377 | $62 | 1.15% | Not published | Form 5500 ↗ |
Common questions
Does Training and Research Foundation match 401(k) contributions?
The match terms for the Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) have not been published from its filing yet. The plan year 2024 filing reports $42K in employer contributions, about $459 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Training and Research Foundation 401(k) match vested?
The vesting schedule for the Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Training and Research Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Mutual of America Investment Corp. The plan administrator is Training and Research Foundation.
I left Training and Research Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Training and Research Foundation, (310) 420-1025) or the recordkeeper, Mutual of America Investment Corp. The Training and Research Foundation old 401(k) page lists the contacts from every plan filing. Find an old Training and Research Foundation 401(k)
Data from the public Form 5500 annual reports Training and Research Foundation 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 Training and Research Foundation. Not financial advice. Report a correction · Methodology