Transitions - Mental Health Association 403(b) match, vesting and fees
What Transitions - Mental Health Association's 403(b) 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 | California Pension Admin | Schedule C ↗ |
| Independent auditor | Caliber Audit & Attest LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Transitions - Mental Health Association: employer contribution per participant | $1,585 | |
| Peer median | $1,468 |
| Transitions - Mental Health Association: average balance | $37,807 | |
| Peer median | $37,786 |
| Transitions - Mental Health Association: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.39% |
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 $7.9M at the end of plan year 2021 to $9.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 303 | $9.7M | $406K | $1,585 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 370 | $8.3M | $341K | $1,245 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 281 | $6.7M | $307K | $1,249 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 213 | $7.9M | $261K | $1,224 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Transitions - Mental Health Association match 401(k) contributions?
The match terms for the T-Mha Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $406K in employer contributions, about $1,585 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Transitions - Mental Health Association 401(k) match vested?
The vesting schedule for the T-Mha Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Transitions - Mental Health Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is California Pension Admin. The plan administrator is Transitions - Mental Health Association.
I left Transitions - Mental Health Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Transitions - Mental Health Association, (805) 540-6525) or the recordkeeper, California Pension Admin. The Transitions - Mental Health Association old 401(k) page lists the contacts from every plan filing. Find an old Transitions - Mental Health Association 401(k)
Data from the public Form 5500 annual reports Transitions - Mental Health Association 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 Transitions - Mental Health Association. Not financial advice. Report a correction · Methodology