Collegiate School 403(b) match, vesting and fees
What Collegiate School'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 | TIAA | Schedule C ↗ |
| Independent auditor | Brown Edwards & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Collegiate School: employer contribution per participant | $2,887 | |
| Peer median | $1,855 |
| Collegiate School: average balance | $152,012 | |
| Peer median | $100,069 |
| Collegiate School: admin expenses ÷ assets | 0.14% | |
| 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 $85.1M at the end of plan year 2021 to $116M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 765 | $116M | $2.2M | $2,887 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 751 | $105M | $2.1M | $2,757 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 740 | $94.9M | $1.9M | $2,639 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 706 | $85.1M | $1.9M | $2,665 | 0.14% | Not published | Form 5500 ↗ |
Other Collegiate School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Collegiate School Supplemental 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.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Collegiate School match 401(k) contributions?
The match terms for the Collegiate School 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $2,887 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Collegiate School 401(k) match vested?
The vesting schedule for the Collegiate School 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Collegiate School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Collegiate School.
I left Collegiate School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Collegiate School, (804) 741-1093) or the recordkeeper, TIAA. The Collegiate School old 401(k) page lists the contacts from every plan filing. Find an old Collegiate School 401(k)
Data from the public Form 5500 annual reports Collegiate School 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 Collegiate School. Not financial advice. Report a correction · Methodology