Walnut Street Center 401(k) match, vesting and fees
What Walnut Street Center's 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Walnut Street Center: employer contribution per participant | $2,003 | |
| Peer median | $2,023 |
| Walnut Street Center: average balance | $22,979 | |
| Peer median | $61,526 |
| Walnut Street Center: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.44% |
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 $89K at the end of plan year 2021 to $758K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 73 | $758K | $66K | $2,003 | 0.09% | Not published | 5500-SF ↗ |
| 2023 | 57 | $317K | $0 | $0 | 0.04% | Not published | 5500-SF ↗ |
| 2022 | 3 | $155K | $0 | $0 | <0.01% | Not published | 5500-SF ↗ |
| 2021 | 2 | $89K | $0 | $0 | 0.00% | Not published | 5500-SF ↗ |
Other Walnut Street Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.
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 | Leone, Mcdonnell & Roberts P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Walnut Street Center match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Walnut Street Center, Inc. have not been published from its filing yet. The plan year 2024 filing reports $66K in employer contributions, about $2,003 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Walnut Street Center 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Walnut Street Center, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Walnut Street Center 401(k)?
The filing names Walnut Street Center, Inc. as plan administrator; it does not list a recordkeeper.
I left Walnut Street Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Walnut Street Center, Inc., (617) 776-1448). The Walnut Street Center old 401(k) page lists the contacts from every plan filing. Find an old Walnut Street Center 401(k)
Data from the public Form 5500 annual reports Walnut Street Center 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 Walnut Street Center. Not financial advice. Report a correction · Methodology