Umatilla-Morrow Head Start 403(b) match, vesting and fees
What Umatilla-Morrow Head Start'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Petersen Advisors (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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Umatilla-Morrow Head Start: employer contribution per participant | $2,095 | |
| Peer median | $1,684 |
| Umatilla-Morrow Head Start: average balance | $25,651 | |
| Peer median | $62,952 |
| Umatilla-Morrow Head Start: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.17% |
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 $4.2M at the end of plan year 2021 to $6.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 295 | $6.2M | $503K | $2,095 | 0.71% | Not published | Form 5500 ↗ |
| 2023 | 297 | $6.1M | $485K | $2,039 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 311 | $5.5M | $402K | $1,392 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 176 | $4.2M | $271K | $1,681 | 0.24% | Not published | Form 5500 ↗ |
Other Umatilla-Morrow Head Start plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Umatilla-Morrow Head Start, Inc. 403(b) Plan Two
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.
| Independent auditor | Petersen Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Umatilla-Morrow Head Start match 401(k) contributions?
The match terms for the Umatilla-Morrow Head Start, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $503K in employer contributions, about $2,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Umatilla-Morrow Head Start 401(k) match vested?
The vesting schedule for the Umatilla-Morrow Head Start, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Umatilla-Morrow Head Start 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Umatilla-Morrow Head Start, Inc..
I left Umatilla-Morrow Head Start. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Umatilla-Morrow Head Start, Inc., (541) 564-6878) or the recordkeeper, Empower Annuity Insurance Company. The Umatilla-Morrow Head Start old 401(k) page lists the contacts from every plan filing. Find an old Umatilla-Morrow Head Start 401(k)
Data from the public Form 5500 annual reports Umatilla-Morrow Head Start 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 Umatilla-Morrow Head Start. Not financial advice. Report a correction · Methodology