William Breman Jewish Home 401(k) match, vesting and fees
What William Breman Jewish Home'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Mauldin & Jenkins LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| William Breman Jewish Home: employer contribution per participant | $707 | |
| Peer median | $1,803 |
| William Breman Jewish Home: average balance | $31,142 | |
| Peer median | $48,934 |
| William Breman Jewish Home: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.31% |
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 $5.1M at the end of plan year 2021 to $7.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,017 | $7.4M | $168K | $707 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 838 | $5.8M | $166K | $689 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 666 | $4.5M | $164K | $711 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 482 | $5.1M | $210K | $777 | 0.02% | Not published | Form 5500 ↗ |
Other William Breman Jewish Home plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401a Plan of the William Breman Jewish Home, 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 | Mauldin & Jenkins, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Employee Benefits Plan of the William Breman Jewish Home, 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 | Schedule C ↗ |
| Independent auditor | Mauldin & Jenkins, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does William Breman Jewish Home match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of the William Breman Jewish Home, Inc. have not been published from its filing yet. The plan year 2024 filing reports $168K in employer contributions, about $707 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the William Breman Jewish Home 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of the William Breman Jewish Home, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the William Breman Jewish Home 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is The William Breman Jewish Home.
I left William Breman Jewish Home. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The William Breman Jewish Home, (404) 351-8410) or the recordkeeper, Mutual of America Investment Corp. The William Breman Jewish Home old 401(k) page lists the contacts from every plan filing. Find an old William Breman Jewish Home 401(k)
Data from the public Form 5500 annual reports William Breman Jewish Home 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 William Breman Jewish Home. Not financial advice. Report a correction · Methodology