Center for Research Libraries 403(b) match, vesting and fees
What Center for Research Libraries' 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 | Legacy Professionals 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Center for Research Libraries: employer contribution per participant | $1,717 | |
| Peer median | $1,684 |
| Center for Research Libraries: average balance | $112,777 | |
| Peer median | $62,952 |
| Center for Research Libraries: admin expenses ÷ assets | <0.01% | |
| 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 $12.8M at the end of plan year 2021 to $13.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 121 | $13.4M | $204K | $1,717 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 123 | $12.1M | $182K | $1,500 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 123 | $11M | $181K | $1,520 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 124 | $12.8M | $247K | $2,058 | <0.01% | Not published | Form 5500 ↗ |
Other Center for Research Libraries plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Center for Research Libraries Tax Deferred Annuity Plan
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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Center for Research Libraries match 401(k) contributions?
The match terms for the Center for Research Libraries Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $204K in employer contributions, about $1,717 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Center for Research Libraries 401(k) match vested?
The vesting schedule for the Center for Research Libraries Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Center for Research Libraries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Center for Research Libraries.
I left Center for Research Libraries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Center for Research Libraries, (773) 955-4545) or the recordkeeper, TIAA. The Center for Research Libraries old 401(k) page lists the contacts from every plan filing. Find an old Center for Research Libraries 401(k)
Data from the public Form 5500 annual reports Center for Research Libraries 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 Center for Research Libraries. Not financial advice. Report a correction · Methodology