Wateree Community Actions 401(k) match, vesting and fees
What Wateree Community Actions' 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 | The Hobbs Group, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Wateree Community Actions: employer contribution per participant | $1,025 | |
| Peer median | $1,468 |
| Wateree Community Actions: average balance | $21,727 | |
| Peer median | $37,786 |
| Wateree Community Actions: admin expenses ÷ assets | 0.05% | |
| 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 $2.4M at the end of plan year 2021 to $2.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 257 | $2.7M | $126K | $1,025 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 263 | $2.4M | $119K | $947 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 144 | $2M | $102K | $766 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 152 | $2.4M | $112K | $794 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Wateree Community Actions match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. have not been published from its filing yet. The plan year 2024 filing reports $126K in employer contributions, about $1,025 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wateree Community Actions 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wateree Community Actions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Wateree Community Actions, Inc.
I left Wateree Community Actions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wateree Community Actions, Inc, (803) 807-9811) or the recordkeeper, Mutual of America Investment Corp. The Wateree Community Actions old 401(k) page lists the contacts from every plan filing. Find an old Wateree Community Actions 401(k)
Data from the public Form 5500 annual reports Wateree Community Actions 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 Wateree Community Actions. Not financial advice. Report a correction · Methodology