Colorado Coalition for the Homeless 403(b) match, vesting and fees
What Colorado Coalition for the Homeless' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 352 defined-contribution plans in other services with 500 to 999 participants.
| Colorado Coalition for the Homeless: employer contribution per participant | $2,142 | |
| Peer median | $1,775 |
| Colorado Coalition for the Homeless: average balance | $46,492 | |
| Peer median | $48,211 |
| Colorado Coalition for the Homeless: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.25% |
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 $34.4M at the end of plan year 2021 to $39.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 887 | $39.1M | $1.8M | $2,142 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 918 | $35.7M | $1.8M | $2,043 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 918 | $29.4M | $1.6M | $1,904 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 1,156 | $34.4M | $1.5M | $1,365 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Colorado Coalition for the Homeless match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Colorado Coalition for the Homeless have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $2,142 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Colorado Coalition for the Homeless 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Colorado Coalition for the Homeless is not in the data published so far. Your Summary Plan Description states it.
Who manages the Colorado Coalition for the Homeless 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Colorado Coalition for the Homeless.
I left Colorado Coalition for the Homeless. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Colorado Coalition for the Homeless, (303) 293-2217) or the recordkeeper, Principal Life Insurance Company. The Colorado Coalition for the Homeless old 401(k) page lists the contacts from every plan filing. Find an old Colorado Coalition for the Homeless 401(k)
Data from the public Form 5500 annual reports Colorado Coalition for the Homeless 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 Colorado Coalition for the Homeless. Not financial advice. Report a correction · Methodology