Asian Americans for Equality 403(b) match, vesting and fees
What Asian Americans for Equality'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 Co. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Asian Americans for Equality: employer contribution per participant | $1,444 | |
| Peer median | $1,680 |
| Asian Americans for Equality: average balance | $27,304 | |
| Peer median | $52,722 |
| Asian Americans for Equality: admin expenses ÷ assets | 1.47% | |
| 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 $3.1M at the end of plan year 2021 to $6.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 261 | $6.9M | $367K | $1,444 | 1.47% | Not published | Form 5500 ↗ |
| 2023 | 237 | $5.3M | $276K | $1,194 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 212 | $3.4M | $229K | $76,342 | 1.20% | Not published | Form 5500 ↗ |
| 2021 | 198 | $3.1M | $130K | $717 | 1.42% | Not published | Form 5500 ↗ |
Common questions
Does Asian Americans for Equality match 401(k) contributions?
The match terms for the Asian Americans for Equality, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $367K in employer contributions, about $1,444 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Asian Americans for Equality 401(k) match vested?
The vesting schedule for the Asian Americans for Equality, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Asian Americans for Equality 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Co.. The plan administrator is Asian Americans for Equality, Inc..
I left Asian Americans for Equality. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Asian Americans for Equality, Inc., (212) 964-2288) or the recordkeeper, Principal Life Insurance Co.. The Asian Americans for Equality old 401(k) page lists the contacts from every plan filing. Find an old Asian Americans for Equality 401(k)
Data from the public Form 5500 annual reports Asian Americans for Equality 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 Asian Americans for Equality. Not financial advice. Report a correction · Methodology