Appletree Early Learning Public Charter School 403(b) match, vesting and fees
What Appletree Early Learning Public Charter 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Sb & Company, LLC (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.
| Appletree Early Learning Public Charter School: employer contribution per participant | $881 | |
| Peer median | $1,684 |
| Appletree Early Learning Public Charter School: average balance | $13,325 | |
| Peer median | $62,952 |
| Appletree Early Learning Public Charter School: admin expenses ÷ assets | <0.01% | |
| 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 $3.7M at the end of plan year 2023 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 419 | $4.7M | $310K | $881 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 438 | $3.7M | $261K | $817 | <0.01% | Not published | Form 5500 ↗ |
Other Appletree Early Learning Public Charter School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Appletree Early Learning 403(b) 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.
| Independent auditor | Sb & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Appletree Early Learning Public Charter School match 401(k) contributions?
The match terms for the Appletree Early Learning 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $310K in employer contributions, about $881 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Appletree Early Learning Public Charter School 401(k) match vested?
The vesting schedule for the Appletree Early Learning 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Appletree Early Learning Public Charter School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Appletree Early Learning Public Charter School.
I left Appletree Early Learning Public Charter School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Appletree Early Learning Public Charter School, (202) 813-3570) or the recordkeeper, Newport Group, Inc.. The Appletree Early Learning Public Charter School old 401(k) page lists the contacts from every plan filing. Find an old Appletree Early Learning Public Charter School 401(k)
Data from the public Form 5500 annual reports Appletree Early Learning Public Charter 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 Appletree Early Learning Public Charter School. Not financial advice. Report a correction · Methodology