Youth and Family Alternatives 403(b) match, vesting and fees
What Youth and Family Alternatives' 403(b) 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 Co. | Schedule C ↗ |
| Independent auditor | Rivera, Gordimer & Company, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Youth and Family Alternatives: employer contribution per participant | $637 | |
| Peer median | $1,468 |
| Youth and Family Alternatives: average balance | $12,024 | |
| Peer median | $37,786 |
| Youth and Family Alternatives: admin expenses ÷ assets | 1.84% | |
| 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 $4.4M at the end of plan year 2021 to $5.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 494 | $5.9M | $313K | $637 | 1.84% | Not published | Form 5500 ↗ |
| 2023 | 543 | $5.4M | $139K | $258 | 0.85% | Not published | Form 5500 ↗ |
| 2022 | 526 | $5M | $257K | $495 | 1.65% | Not published | Form 5500 ↗ |
| 2021 | 497 | $4.4M | $237K | $478 | 1.82% | Not published | Form 5500 ↗ |
Common questions
Does Youth and Family Alternatives match 401(k) contributions?
The match terms for the Youth and Family Alternatives, Inc. Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $313K in employer contributions, about $637 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Youth and Family Alternatives 401(k) match vested?
The vesting schedule for the Youth and Family Alternatives, Inc. Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Youth and Family Alternatives 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Co.. The plan administrator is Youth and Family Alternatives, Inc..
I left Youth and Family Alternatives. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Youth and Family Alternatives, Inc., (727) 835-4166) or the recordkeeper, Principal Life Insurance Co.. The Youth and Family Alternatives old 401(k) page lists the contacts from every plan filing. Find an old Youth and Family Alternatives 401(k)
Data from the public Form 5500 annual reports Youth and Family Alternatives 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 Youth and Family Alternatives. Not financial advice. Report a correction · Methodology