Charter School Associates 401(k) match, vesting and fees
What Charter School Associates' 401(k) 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 | Templeton & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 117 defined-contribution plans in educational services with 500 to 999 participants.
| Charter School Associates: employer contribution per participant | $547 | |
| Peer median | $1,858 |
| Charter School Associates: average balance | $24,031 | |
| Peer median | $109,004 |
| Charter School Associates: admin expenses ÷ assets | 1.01% | |
| 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 $7.9M at the end of plan year 2021 to $14M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,510 | $14M | $319K | $547 | 1.01% | Not published | Form 5500 ↗ |
| 2024 | 1,523 | $11.3M | $330K | $611 | 1.12% | Not published | Form 5500 ↗ |
| 2023 | 1,438 | $9.2M | $237K | $443 | 1.18% | Not published | Form 5500 ↗ |
| 2022 | 1,405 | $7.4M | $218K | $419 | 1.30% | Not published | Form 5500 ↗ |
| 2021 | 1,312 | $7.9M | $228K | $468 | 1.17% | Not published | Form 5500 ↗ |
Other Charter School Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Charter School Associates, Inc. 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Charter School Associates match 401(k) contributions?
The match terms for the Charter School 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $319K in employer contributions, about $547 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charter School Associates 401(k) match vested?
The vesting schedule for the Charter School 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charter School Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is 3(16) Fiduciary Services Corporation.
I left Charter School Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (3(16) Fiduciary Services Corporation, (561) 440-2139) or the recordkeeper, Transamerica Retirement Solutions. The Charter School Associates old 401(k) page lists the contacts from every plan filing. Find an old Charter School Associates 401(k)
Data from the public Form 5500 annual reports Charter School Associates 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 Charter School Associates. Not financial advice. Report a correction · Methodology