Arc of Montgomery County 403(b) match, vesting and fees
What Arc of Montgomery County'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Gorfine, Schiller & Gardyn, PA (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.
| Arc of Montgomery County: employer contribution per participant | $1,002 | |
| Peer median | $1,468 |
| Arc of Montgomery County: average balance | $34,706 | |
| Peer median | $37,786 |
| Arc of Montgomery County: admin expenses ÷ assets | 0.45% | |
| 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 $10M at the end of plan year 2021 to $11.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 553 | $11.1M | $320K | $1,002 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 386 | $9.6M | $97K | $388 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 399 | $8.4M | — | — | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 442 | $10M | — | — | 0.56% | Not published | Form 5500 ↗ |
Other Arc of Montgomery County plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Arc Montgomery County Pension 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Gorfine, Schiller & Gardyn, PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Arc of Montgomery County match 401(k) contributions?
The match terms for the The Arc Montgomery County Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $320K in employer contributions, about $1,002 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arc of Montgomery County 401(k) match vested?
The vesting schedule for the The Arc Montgomery County Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arc of Montgomery County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Arc of Montgomery County.
I left Arc of Montgomery County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Arc of Montgomery County, (301) 984-5777) or the recordkeeper, Principal Life Insurance Company. The Arc of Montgomery County old 401(k) page lists the contacts from every plan filing. Find an old Arc of Montgomery County 401(k)
Data from the public Form 5500 annual reports Arc of Montgomery County 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 Arc of Montgomery County. Not financial advice. Report a correction · Methodology