Colonial Williamsburg Foundation 401(k) match, vesting and fees
What Colonial Williamsburg Foundation's 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pbmares (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 135 defined-contribution plans in arts, entertainment, and recreation with 1,000 to 4,999 participants.
| Colonial Williamsburg Foundation: employer contribution per participant | $377 | |
| Peer median | $1,412 |
| Colonial Williamsburg Foundation: average balance | $78,809 | |
| Peer median | $54,020 |
| Colonial Williamsburg Foundation: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.16% |
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 $95M at the end of plan year 2021 to $101M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,340 | $101M | $483K | $377 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 1,889 | $91.3M | $436K | $383 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 1,810 | $78.3M | $387K | $350 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,688 | $95M | $352K | $323 | 0.09% | Not published | Form 5500 ↗ |
Other Colonial Williamsburg Foundation plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Frozen 403(b) Program for Employees of the Colonial Williamsburg Foundation
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 | 403(b) · Active | Form 5500 ↗ |
The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation
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.
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Colonial Williamsburg Foundation match 401(k) contributions?
The match terms for the Colonial Williamsburg Tax Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $483K in employer contributions, about $377 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Colonial Williamsburg Foundation 401(k) match vested?
The vesting schedule for the Colonial Williamsburg Tax Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Colonial Williamsburg Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is The Colonial Williamsburg Foundation.
I left Colonial Williamsburg Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Colonial Williamsburg Foundation, (757) 229-1000) or the recordkeeper, The Vanguard Group, Inc.. The Colonial Williamsburg Foundation old 401(k) page lists the contacts from every plan filing. Find an old Colonial Williamsburg Foundation 401(k)
Data from the public Form 5500 annual reports Colonial Williamsburg Foundation 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 Colonial Williamsburg Foundation. Not financial advice. Report a correction · Methodology