Breakthrough T1d 403(b) match, vesting and fees
What Breakthrough T1d'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Bdo USA, 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 352 defined-contribution plans in other services with 500 to 999 participants.
| Breakthrough T1d: employer contribution per participant | $2,646 | |
| Peer median | $1,775 |
| Breakthrough T1d: average balance | $87,727 | |
| Peer median | $48,211 |
| Breakthrough T1d: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.25% |
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 $44.7M at the end of plan year 2021 to $71.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 884 | $71.5M | $2.2M | $2,646 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 862 | $61M | $1.8M | $2,247 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 948 | $50.5M | $1.8M | $2,014 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 815 | $44.7M | $1.4M | $1,700 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Breakthrough T1d match 401(k) contributions?
The match terms for the Breakthrough T1d 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $2,646 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Breakthrough T1d 401(k) match vested?
The vesting schedule for the Breakthrough T1d 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Breakthrough T1d 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Breakthrough T1d.
I left Breakthrough T1d. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Breakthrough T1d, (212) 785-9500) or the recordkeeper, Transamerica Retirement Solutions. The Breakthrough T1d old 401(k) page lists the contacts from every plan filing. Find an old Breakthrough T1d 401(k)
Data from the public Form 5500 annual reports Breakthrough T1d 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 Breakthrough T1d. Not financial advice. Report a correction · Methodology