Conservation Fund 403(b) match, vesting and fees
What Conservation Fund'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Conservation Fund: employer contribution per participant | $7,950 | |
| Peer median | $1,803 |
| Conservation Fund: average balance | $274,047 | |
| Peer median | $48,934 |
| Conservation Fund: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.31% |
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 $65.2M at the end of plan year 2021 to $66M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 261 | $66M | $1.9M | $7,950 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 262 | $57.8M | $1.8M | $7,523 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 259 | $52.4M | $1.6M | $6,651 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 257 | $65.2M | $1.7M | $6,781 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Conservation Fund match 401(k) contributions?
The match terms for the The Conservation Fund Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $7,950 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Conservation Fund 401(k) match vested?
The vesting schedule for the The Conservation Fund Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Conservation Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Conservation Fund.
I left Conservation Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Conservation Fund, (703) 525-6300) or the recordkeeper, Principal Life Insurance Company. The Conservation Fund old 401(k) page lists the contacts from every plan filing. Find an old Conservation Fund 401(k)
Data from the public Form 5500 annual reports Conservation Fund 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 Conservation Fund. Not financial advice. Report a correction · Methodology