Conard House 403(b) match, vesting and fees
What Conard House'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 | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | Cohnreznick, 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Conard House: employer contribution per participant | $468 | |
| Peer median | $1,468 |
| Conard House: average balance | $40,111 | |
| Peer median | $37,786 |
| Conard House: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.39% |
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 $6.8M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 249 | $7.1M | $82K | $468 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 236 | $7.3M | $94K | $520 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 220 | $6.4M | $94K | $546 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 208 | $6.8M | $91K | $541 | 0.84% | Not published | Form 5500 ↗ |
Common questions
Does Conard House match 401(k) contributions?
The match terms for the Conard House Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $82K in employer contributions, about $468 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Conard House 401(k) match vested?
The vesting schedule for the Conard House Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Conard House 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln National Corporation. The plan administrator is Conard House, Inc..
I left Conard House. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Conard House, Inc., (415) 864-4002) or the recordkeeper, Lincoln National Corporation. The Conard House old 401(k) page lists the contacts from every plan filing. Find an old Conard House 401(k)
Data from the public Form 5500 annual reports Conard House 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 Conard House. Not financial advice. Report a correction · Methodology