Charles E. Smith Life Communities 403(b) match, vesting and fees
What Charles E. Smith Life Communities' 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 | Schiavi, Wallace and Rowe, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Charles E. Smith Life Communities: employer contribution per participant | — | |
| Peer median | $1,337 |
| Charles E. Smith Life Communities: average balance | $21,973 | |
| Peer median | $35,764 |
| Charles E. Smith Life Communities: admin expenses ÷ assets | 0.68% | |
| Peer median | 0.32% |
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 $14.2M at the end of plan year 2021 to $15.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,073 | $15.4M | — | — | 0.68% | Not published | Form 5500 ↗ |
| 2023 | 1,049 | $14.9M | — | — | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 1,012 | $12.9M | — | — | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 1,001 | $14.2M | — | — | 0.53% | Not published | Form 5500 ↗ |
Other Charles E. Smith Life Communities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Charles E. Smith Life Communities Retirement 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.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Schiavi, Wallace and Rowe, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Charles E. Smith Life Communities match 401(k) contributions?
The match terms for the Charles E. Smith Life Communities 403(b) Plan have not been published from its filing yet.
When is the Charles E. Smith Life Communities 401(k) match vested?
The vesting schedule for the Charles E. Smith Life Communities 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charles E. Smith Life Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Charles E. Smith Life Communities.
I left Charles E. Smith Life Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charles E. Smith Life Communities, (301) 770-8430) or the recordkeeper, Valic Retirement Services Company. The Charles E. Smith Life Communities old 401(k) page lists the contacts from every plan filing. Find an old Charles E. Smith Life Communities 401(k)
Data from the public Form 5500 annual reports Charles E. Smith Life Communities 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 Charles E. Smith Life Communities. Not financial advice. Report a correction · Methodology