Tri-County Community Action Agency 403(b) match, vesting and fees
What Tri-County Community Action Agency'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Martini & Martini (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Tri-County Community Action Agency: employer contribution per participant | $2,043 | |
| Peer median | $1,440 |
| Tri-County Community Action Agency: average balance | $47,452 | |
| Peer median | $38,351 |
| Tri-County Community Action Agency: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.47% |
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 $14M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 679 | $14M | $603K | $2,043 | 0.52% | Not published | Form 5500 ↗ |
| 2024 | 729 | $11.7M | $531K | $1,870 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 679 | $9.7M | $427K | $1,823 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 672 | $8.1M | $409K | $1,771 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 711 | $9.1M | $180K | $785 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Tri-County Community Action Agency match 401(k) contributions?
The match terms for the Tri-County 403(b) have not been published from its filing yet. The plan year 2025 filing reports $603K in employer contributions, about $2,043 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tri-County Community Action Agency 401(k) match vested?
The vesting schedule for the Tri-County 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tri-County Community Action Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Tri-County Community Action Agency, Inc..
I left Tri-County Community Action Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tri-County Community Action Agency, Inc., (856) 451-6330) or the recordkeeper, Principal Life Insurance Company. The Tri-County Community Action Agency old 401(k) page lists the contacts from every plan filing. Find an old Tri-County Community Action Agency 401(k)
Data from the public Form 5500 annual reports Tri-County Community Action Agency filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Tri-County Community Action Agency. Not financial advice. Report a correction · Methodology