Annunciation Orthodox School 403(b) match, vesting and fees
What Annunciation Orthodox School's 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 | Schedule C ↗ |
| Independent auditor | Blazek & Vetterling LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2022 medians for 2,138 defined-contribution plans in educational services with 100 to 499 participants.
| Annunciation Orthodox School: employer contribution per participant | $2,510 | |
| Peer median | $1,524 |
| Annunciation Orthodox School: average balance | $95,291 | |
| Peer median | $53,269 |
| Annunciation Orthodox School: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.13% |
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 $19.2M at the end of plan year 2021 to $21.5M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 328 | $21.5M | $567K | $2,510 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 297 | $19.2M | $538K | $2,448 | 0.14% | Not published | Form 5500 ↗ |
Other Annunciation Orthodox School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Annunciation Orthodox School Defined Contribution Retirement Plan
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 | Schedule C ↗ |
| Independent auditor | Blazek & Vetterling LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Annunciation Orthodox School match 401(k) contributions?
The match terms for the Annunciation Orthodox School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2022 filing reports $567K in employer contributions, about $2,510 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Annunciation Orthodox School 401(k) match vested?
The vesting schedule for the Annunciation Orthodox School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Annunciation Orthodox School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is TIAA. The plan administrator is Annunciation Orthodox School.
I left Annunciation Orthodox School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Annunciation Orthodox School, (713) 470-5640) or the recordkeeper, TIAA. The Annunciation Orthodox School old 401(k) page lists the contacts from every plan filing. Find an old Annunciation Orthodox School 401(k)
Data from the public Form 5500 annual reports Annunciation Orthodox School 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 Annunciation Orthodox School. Not financial advice. Report a correction · Methodology