Union Station Homeless Services 401(k) match, vesting and fees
What Union Station Homeless Services' 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 | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Union Station Homeless Services: employer contribution per participant | $961 | |
| Peer median | $1,468 |
| Union Station Homeless Services: average balance | $17,007 | |
| Peer median | $37,786 |
| Union Station Homeless Services: admin expenses ÷ assets | 0.06% | |
| 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 $6.1M at the end of plan year 2021 to $8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 495 | $8M | $451K | $961 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 429 | $6.6M | $403K | $1,003 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 419 | $5.9M | $404K | $1,035 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 319 | $6.1M | $339K | $1,093 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Union Station Homeless Services match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Union Station Homeless Services have not been published from its filing yet. The plan year 2024 filing reports $451K in employer contributions, about $961 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Union Station Homeless Services 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Union Station Homeless Services is not in the data published so far. Your Summary Plan Description states it.
Who manages the Union Station Homeless Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Union Station Homeless Services.
I left Union Station Homeless Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Union Station Homeless Services, (626) 240-4550) or the recordkeeper, Mutual of America Investment Corp. The Union Station Homeless Services old 401(k) page lists the contacts from every plan filing. Find an old Union Station Homeless Services 401(k)
Data from the public Form 5500 annual reports Union Station Homeless Services 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 Union Station Homeless Services. Not financial advice. Report a correction · Methodology