Appalachian Mountain Club 403(b) match, vesting and fees
What Appalachian Mountain Club'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 | Tonneson & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 72 defined-contribution plans in agriculture, forestry, fishing and hunting with 500 to 999 participants.
| Appalachian Mountain Club: employer contribution per participant | $1,046 | |
| Peer median | $1,989 |
| Appalachian Mountain Club: average balance | $80,206 | |
| Peer median | $57,818 |
| Appalachian Mountain Club: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.25% |
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 $40.3M at the end of plan year 2021 to $47.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 605 | $47.1M | $614K | $1,046 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 606 | $42.7M | $641K | $1,088 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 719 | $35.3M | $593K | $837 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 756 | $40.3M | $421K | $563 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Appalachian Mountain Club match 401(k) contributions?
The match terms for the Appalachian Mountain Club Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $614K in employer contributions, about $1,046 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Appalachian Mountain Club 401(k) match vested?
The vesting schedule for the Appalachian Mountain Club Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Appalachian Mountain Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Appalachian Mountain Club.
I left Appalachian Mountain Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Appalachian Mountain Club, (617) 523-0636) or the recordkeeper, TIAA. The Appalachian Mountain Club old 401(k) page lists the contacts from every plan filing. Find an old Appalachian Mountain Club 401(k)
Data from the public Form 5500 annual reports Appalachian Mountain Club 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 Appalachian Mountain Club. Not financial advice. Report a correction · Methodology