West Alabama Aids Outreach 401(k) match, vesting and fees
What West Alabama Aids Outreach'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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Carr, Riggs & Ingram L.L.C (unmodified 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 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| West Alabama Aids Outreach: employer contribution per participant | $951 | |
| Peer median | $1,440 |
| West Alabama Aids Outreach: average balance | $10,909 | |
| Peer median | $38,351 |
| West Alabama Aids Outreach: admin expenses ÷ assets | 1.14% | |
| Peer median | 0.47% |
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 $289K at the end of plan year 2021 to $2.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 210 | $2.1M | $181K | $951 | 1.14% | Not published | Form 5500 ↗ |
| 2024 | 205 | $1.5M | $159K | $1,005 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 189 | $1.1M | $108K | $690 | 0.22% | Not published | 5500-SF ↗ |
| 2022 | 113 | $319K | $44K | $730 | 0.24% | Not published | 5500-SF ↗ |
| 2021 | 46 | $289K | $33K | $712 | 0.08% | Not published | 5500-SF ↗ |
Common questions
Does West Alabama Aids Outreach match 401(k) contributions?
The match terms for the West Alabama Aids Outreach, Inc. 401(k) have not been published from its filing yet. The plan year 2025 filing reports $181K in employer contributions, about $951 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the West Alabama Aids Outreach 401(k) match vested?
The vesting schedule for the West Alabama Aids Outreach, Inc. 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the West Alabama Aids Outreach 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is West Alabama Aids Outreach, Inc..
I left West Alabama Aids Outreach. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (West Alabama Aids Outreach, Inc., (251) 454-5322) or the recordkeeper, Principal Life Insurance Company. The West Alabama Aids Outreach old 401(k) page lists the contacts from every plan filing. Find an old West Alabama Aids Outreach 401(k)
Data from the public Form 5500 annual reports West Alabama Aids Outreach filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 West Alabama Aids Outreach. Not financial advice. Report a correction · Methodology