Child & Family Services of Erie County 403(b) match, vesting and fees
What Child & Family Services of Erie County'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 | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Freed Maxick P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Child & Family Services of Erie County: employer contribution per participant | $800 | |
| Peer median | $1,358 |
| Child & Family Services of Erie County: average balance | $26,817 | |
| Peer median | $44,442 |
| Child & Family Services of Erie County: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.21% |
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 $32M at the end of plan year 2021 to $40.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,534 | $40.1M | $1.2M | $800 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 1,461 | $34.1M | $1.1M | $786 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 1,292 | $27.9M | $1M | $837 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 1,229 | $32M | $1M | $920 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Child & Family Services of Erie County match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Child and Family Services of Erie County have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $800 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Child & Family Services of Erie County 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Child and Family Services of Erie County is not in the data published so far. Your Summary Plan Description states it.
Who manages the Child & Family Services of Erie County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Co.. The plan administrator is Child & Family Services of Erie County.
I left Child & Family Services of Erie County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Child & Family Services of Erie County, (716) 842-2750) or the recordkeeper, Valic Retirement Services Co.. The Child & Family Services of Erie County old 401(k) page lists the contacts from every plan filing. Find an old Child & Family Services of Erie County 401(k)
Data from the public Form 5500 annual reports Child & Family Services of Erie County 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 Child & Family Services of Erie County. Not financial advice. Report a correction · Methodology