Charles E. Smith Jewish Day School of Greater Washington 403(b) match, vesting and fees
What Charles E. Smith Jewish Day School of Greater Washington'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 | Pentegra Services, Inc. | Schedule C ↗ |
| Independent auditor | Belfint, Lyons & Shuman, P.A. (disclaimer 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 2025 medians for 117 defined-contribution plans in educational services with 500 to 999 participants.
| Charles E. Smith Jewish Day School of Greater Washington: employer contribution per participant | $1,218 | |
| Peer median | $1,858 |
| Charles E. Smith Jewish Day School of Greater Washington: average balance | $184,695 | |
| Peer median | $109,004 |
| Charles E. Smith Jewish Day School of Greater Washington: admin expenses ÷ assets | 0.11% | |
| 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 $94.1M at the end of plan year 2021 to $106M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 588 | $106M | $701K | $1,218 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 591 | $95.7M | $684K | $1,170 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 609 | $89M | $650K | $1,078 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 607 | $80M | $628K | $1,049 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 614 | $94.1M | $613K | $1,010 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Charles E. Smith Jewish Day School of Greater Washington match 401(k) contributions?
The match terms for the Charles E. Smith Jewish Day School Defined Contribution Plan have not been published from its filing yet. The plan year 2025 filing reports $701K in employer contributions, about $1,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charles E. Smith Jewish Day School of Greater Washington 401(k) match vested?
The vesting schedule for the Charles E. Smith Jewish Day School Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charles E. Smith Jewish Day School of Greater Washington 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pentegra Services, Inc.. The plan administrator is Pentegra Services, Inc..
I left Charles E. Smith Jewish Day School of Greater Washington. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc., (844) 367-2848) or the recordkeeper, Pentegra Services, Inc.. The Charles E. Smith Jewish Day School of Greater Washington old 401(k) page lists the contacts from every plan filing. Find an old Charles E. Smith Jewish Day School of Greater Washington 401(k)
Data from the public Form 5500 annual reports Charles E. Smith Jewish Day School of Greater Washington filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Charles E. Smith Jewish Day School of Greater Washington. Not financial advice. Report a correction · Methodology