Bronx Charter School for Excellence 403(b) match, vesting and fees
What Bronx Charter School for Excellence'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 | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Mengel Metzger Barr & Co. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Bronx Charter School for Excellence: employer contribution per participant | $1,706 | |
| Peer median | $1,855 |
| Bronx Charter School for Excellence: average balance | $24,040 | |
| Peer median | $100,069 |
| Bronx Charter School for Excellence: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.11% |
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 $6.6M at the end of plan year 2021 to $12.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 589 | $12.7M | $899K | $1,706 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 479 | $10.1M | $887K | $1,856 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 387 | $7.9M | $591K | $1,836 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 447 | $6.6M | $617K | $1,547 | 0.65% | Not published | Form 5500 ↗ |
Common questions
Does Bronx Charter School for Excellence match 401(k) contributions?
The match terms for the Bronx Charter School for Excellence 403(b) Deferred Compensation Plan have not been published from its filing yet. The plan year 2024 filing reports $899K in employer contributions, about $1,706 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bronx Charter School for Excellence 401(k) match vested?
The vesting schedule for the Bronx Charter School for Excellence 403(b) Deferred Compensation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bronx Charter School for Excellence 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is Bronx Charter School for Excellence.
I left Bronx Charter School for Excellence. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bronx Charter School for Excellence, (718) 828-7301) or the recordkeeper, Empower Life & Annuity Insurance. The Bronx Charter School for Excellence old 401(k) page lists the contacts from every plan filing. Find an old Bronx Charter School for Excellence 401(k)
Data from the public Form 5500 annual reports Bronx Charter School for Excellence 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 Bronx Charter School for Excellence. Not financial advice. Report a correction · Methodology