Waldo Community Action Partners 403(b) match, vesting and fees
What Waldo Community Action Partners' 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 | Metlife Life Insurance Company | Schedule C ↗ |
| Independent auditor | Wipfli (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Waldo Community Action Partners: employer contribution per participant | $1,102 | |
| Peer median | $1,468 |
| Waldo Community Action Partners: average balance | $23,933 | |
| Peer median | $37,786 |
| Waldo Community Action Partners: admin expenses ÷ assets | 0.02% | |
| 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 $2.6M at the end of plan year 2021 to $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 257 | $3.4M | $158K | $1,102 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 235 | $2.8M | $139K | $1,117 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 207 | $2.4M | $119K | $998 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 191 | $2.6M | $102K | $932 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Waldo Community Action Partners match 401(k) contributions?
The match terms for the Retirement Plan of Waldo Community Action Partners have not been published from its filing yet. The plan year 2024 filing reports $158K in employer contributions, about $1,102 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Waldo Community Action Partners 401(k) match vested?
The vesting schedule for the Retirement Plan of Waldo Community Action Partners is not in the data published so far. Your Summary Plan Description states it.
Who manages the Waldo Community Action Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Metlife Life Insurance Company. The plan administrator is Waldo Community Action Partners.
I left Waldo Community Action Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Waldo Community Action Partners, (207) 338-6809) or the recordkeeper, Metlife Life Insurance Company. The Waldo Community Action Partners old 401(k) page lists the contacts from every plan filing. Find an old Waldo Community Action Partners 401(k)
Data from the public Form 5500 annual reports Waldo Community Action Partners 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 Waldo Community Action Partners. Not financial advice. Report a correction · Methodology