Annie Wright Schools 403(b) match, vesting and fees
What Annie Wright Schools' 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 | TIAA Teachers Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Dwyer, Pemberton & Coulson, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Annie Wright Schools: employer contribution per participant | $1,930 | |
| Peer median | $1,684 |
| Annie Wright Schools: average balance | $75,724 | |
| Peer median | $62,952 |
| Annie Wright Schools: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.17% |
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 $22M at the end of plan year 2021 to $30.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 545 | $30.7M | $783K | $1,930 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 420 | $29M | $709K | $1,764 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 422 | $25.3M | $622K | $1,667 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 370 | $22M | $560K | $1,574 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Annie Wright Schools match 401(k) contributions?
The match terms for the Annie Wright Schools Dc Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $783K in employer contributions, about $1,930 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Annie Wright Schools 401(k) match vested?
The vesting schedule for the Annie Wright Schools Dc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Annie Wright Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA Teachers Insurance & Annuity. The plan administrator is Annie Wright Schools.
I left Annie Wright Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Annie Wright Schools, (253) 284-8620) or the recordkeeper, TIAA Teachers Insurance & Annuity. The Annie Wright Schools old 401(k) page lists the contacts from every plan filing. Find an old Annie Wright Schools 401(k)
Data from the public Form 5500 annual reports Annie Wright Schools 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 Annie Wright Schools. Not financial advice. Report a correction · Methodology