Bartlett Learning Center 403(b) match, vesting and fees
What Bartlett Learning Center'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 | Mutual of America Sec. Corp LLC | Schedule C ↗ |
| Independent auditor | Mathieson, Moyski, Austin & Co., Ll (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Bartlett Learning Center: employer contribution per participant | $482 | |
| Peer median | $1,800 |
| Bartlett Learning Center: average balance | $17,787 | |
| Peer median | $72,234 |
| Bartlett Learning Center: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.18% |
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 $4.1M at the end of plan year 2021 to $4.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 247 | $4.4M | $119K | $482 | 0.30% | Not published | Form 5500 ↗ |
| 2024 | 261 | $3.9M | $118K | $451 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 263 | $3.9M | $108K | $415 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 266 | $3.4M | $97K | $366 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 270 | $4.1M | $93K | $347 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Bartlett Learning Center match 401(k) contributions?
The match terms for the Bartlett Learning Center, Inc. Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $119K in employer contributions, about $482 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bartlett Learning Center 401(k) match vested?
The vesting schedule for the Bartlett Learning Center, Inc. Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bartlett Learning Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Mutual of America Sec. Corp LLC. The plan administrator is Bartlett Learning Center, Inc..
I left Bartlett Learning Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bartlett Learning Center, Inc., (630) 372-9310) or the recordkeeper, Mutual of America Sec. Corp LLC. The Bartlett Learning Center old 401(k) page lists the contacts from every plan filing. Find an old Bartlett Learning Center 401(k)
Data from the public Form 5500 annual reports Bartlett Learning Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Bartlett Learning Center. Not financial advice. Report a correction · Methodology