Cole Valley Christian Schools 401(k) match, vesting and fees
What Cole Valley Christian Schools' 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Sorren Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Cole Valley Christian Schools: employer contribution per participant | $2,195 | |
| Peer median | $1,684 |
| Cole Valley Christian Schools: average balance | $18,216 | |
| Peer median | $62,952 |
| Cole Valley Christian Schools: admin expenses ÷ assets | 0.85% | |
| 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 $765K at the end of plan year 2022 to $2.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 139 | $2.4M | $288K | $2,195 | 0.85% | Not published | Form 5500 ↗ |
| 2023 | 141 | $1.6M | $256K | $1,927 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 130 | $765K | $82K | $675 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Cole Valley Christian Schools match 401(k) contributions?
The match terms for the Cole Valley Christian Schools 401k Retirement have not been published from its filing yet. The plan year 2024 filing reports $288K in employer contributions, about $2,195 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cole Valley Christian Schools 401(k) match vested?
The vesting schedule for the Cole Valley Christian Schools 401k Retirement is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cole Valley Christian Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Cole Valley Christian Schools.
I left Cole Valley Christian Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cole Valley Christian Schools, (205) 947-1212) or the recordkeeper, Voya Retirement Insurance & Annuity. The Cole Valley Christian Schools old 401(k) page lists the contacts from every plan filing. Find an old Cole Valley Christian Schools 401(k)
Data from the public Form 5500 annual reports Cole Valley Christian Schools filed with the U.S. Department of Labor (plan years 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 Cole Valley Christian Schools. Not financial advice. Report a correction · Methodology