Baby Fold 403(b) match, vesting and fees
What Baby Fold'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 | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Baby Fold: employer contribution per participant | $930 | |
| Peer median | $1,468 |
| Baby Fold: average balance | $46,536 | |
| Peer median | $37,786 |
| Baby Fold: admin expenses ÷ assets | 0.09% | |
| 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 $11.5M at the end of plan year 2021 to $13.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 352 | $13.7M | $274K | $930 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 345 | $12.6M | $218K | $750 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 325 | $12M | $232K | $811 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 319 | $11.5M | $110K | $395 | 0.06% | Not published | Form 5500 ↗ |
Other Baby Fold plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employees' Pension Trust of the Baby Fold
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Baby Fold match 401(k) contributions?
The match terms for the The Baby Fold 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $274K in employer contributions, about $930 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baby Fold 401(k) match vested?
The vesting schedule for the The Baby Fold 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baby Fold 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is The Baby Fold, Inc..
I left Baby Fold. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Baby Fold, Inc., (309) 451-7233) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Baby Fold old 401(k) page lists the contacts from every plan filing. Find an old Baby Fold 401(k)
Data from the public Form 5500 annual reports Baby Fold 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 Baby Fold. Not financial advice. Report a correction · Methodology