College of Our Lady of the Elms 403(b) match, vesting and fees
What College of Our Lady of the Elms' 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 | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| College of Our Lady of the Elms: employer contribution per participant | $748 | |
| Peer median | $1,800 |
| College of Our Lady of the Elms: average balance | $87,487 | |
| Peer median | $72,234 |
| College of Our Lady of the Elms: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.18% |
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 $32.7M at the end of plan year 2021 to $37.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 592 | $37.6M | $322K | $748 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 607 | $34.5M | $204K | $474 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 624 | $31.8M | $504K | $1,203 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 694 | $27.8M | $464K | $1,116 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 634 | $32.7M | $208K | $533 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does College of Our Lady of the Elms match 401(k) contributions?
The match terms for the Elms College Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $322K in employer contributions, about $748 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the College of Our Lady of the Elms 401(k) match vested?
The vesting schedule for the Elms College Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the College of Our Lady of the Elms 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Tiaa-Teachers Insurance and Annuity. The plan administrator is College of Our Lady of the Elms.
I left College of Our Lady of the Elms. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (College of Our Lady of the Elms, (413) 594-2761) or the recordkeeper, Tiaa-Teachers Insurance and Annuity. The College of Our Lady of the Elms old 401(k) page lists the contacts from every plan filing. Find an old College of Our Lady of the Elms 401(k)
Data from the public Form 5500 annual reports College of Our Lady of the Elms 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 College of Our Lady of the Elms. Not financial advice. Report a correction · Methodology