Bonnie Brae 403(b) match, vesting and fees
What Bonnie Brae'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Withum Smith and Brown PC (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.
| Bonnie Brae: employer contribution per participant | $2,491 | |
| Peer median | $1,468 |
| Bonnie Brae: average balance | $60,969 | |
| Peer median | $37,786 |
| Bonnie Brae: admin expenses ÷ assets | 0.35% | |
| 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 $23.5M at the end of plan year 2021 to $26.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 468 | $26.3M | $1.1M | $2,491 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 485 | $23.5M | $1.2M | $2,670 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 398 | $19M | $731K | $1,903 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 399 | $23.5M | $662K | $2,025 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Bonnie Brae match 401(k) contributions?
The match terms for the Bonnie Brae Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,491 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bonnie Brae 401(k) match vested?
The vesting schedule for the Bonnie Brae Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bonnie Brae 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Bonnie Brae.
I left Bonnie Brae. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bonnie Brae, (908) 647-4702) or the recordkeeper, Valic Retirement Services Company. The Bonnie Brae old 401(k) page lists the contacts from every plan filing. Find an old Bonnie Brae 401(k)
Data from the public Form 5500 annual reports Bonnie Brae 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 Bonnie Brae. Not financial advice. Report a correction · Methodology