WM George Agency for Child Svcs 401(k) match, vesting and fees
What WM George Agency for Child Svcs' 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 | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Insero and Co Cpas LLP (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.
| WM George Agency for Child Svcs: employer contribution per participant | $1,937 | |
| Peer median | $1,468 |
| WM George Agency for Child Svcs: average balance | $39,359 | |
| Peer median | $37,786 |
| WM George Agency for Child Svcs: admin expenses ÷ assets | 0.73% | |
| 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 $15M at the end of plan year 2021 to $16.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 448 | $16.9M | $831K | $1,937 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 432 | $15.1M | $750K | $1,793 | 0.60% | Not published | Form 5500 ↗ |
| 2022 | 355 | $12.7M | $725K | $2,250 | 0.61% | Not published | Form 5500 ↗ |
| 2021 | 347 | $15M | $721K | $2,273 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does WM George Agency for Child Svcs match 401(k) contributions?
The match terms for the The William George Agency for Children'S Services, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $831K in employer contributions, about $1,937 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the WM George Agency for Child Svcs 401(k) match vested?
The vesting schedule for the The William George Agency for Children'S Services, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the WM George Agency for Child Svcs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is George Junior Republic Association,.
I left WM George Agency for Child Svcs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (George Junior Republic Association,, (607) 844-6229) or the recordkeeper, Empower Life & Annuity Insurance. The WM George Agency for Child Svcs old 401(k) page lists the contacts from every plan filing. Find an old WM George Agency for Child Svcs 401(k)
Data from the public Form 5500 annual reports WM George Agency for Child Svcs 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 WM George Agency for Child Svcs. Not financial advice. Report a correction · Methodology