Birch Wathen Lenox School 403(b) match, vesting and fees
What Birch Wathen Lenox 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 | TIAA | 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Birch Wathen Lenox School: employer contribution per participant | $1,168 | |
| Peer median | $1,684 |
| Birch Wathen Lenox School: average balance | $103,562 | |
| Peer median | $62,952 |
| Birch Wathen Lenox School: admin expenses ÷ assets | 0.08% | |
| 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 $40.3M at the end of plan year 2021 to $38M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 367 | $38M | $429K | $1,168 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 344 | $35.3M | $362K | $1,060 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 333 | $34.2M | $485K | $1,484 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 342 | $40.3M | $507K | $1,512 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Birch Wathen Lenox School match 401(k) contributions?
The match terms for the Birch Wathen Lenox School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $429K in employer contributions, about $1,168 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Birch Wathen Lenox School 401(k) match vested?
The vesting schedule for the Birch Wathen Lenox School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Birch Wathen Lenox School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Birch Wathen Lenox School.
I left Birch Wathen Lenox School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Birch Wathen Lenox School, (212) 861-0404) or the recordkeeper, TIAA. The Birch Wathen Lenox School old 401(k) page lists the contacts from every plan filing. Find an old Birch Wathen Lenox School 401(k)
Data from the public Form 5500 annual reports Birch Wathen Lenox 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 Birch Wathen Lenox School. Not financial advice. Report a correction · Methodology