Corbett Preparatory School of Ids 403(b) match, vesting and fees
What Corbett Preparatory School of Ids' 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 | Kelly Partners (Frs) Attest Service (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Corbett Preparatory School of Ids: employer contribution per participant | $634 | |
| Peer median | $1,684 |
| Corbett Preparatory School of Ids: average balance | $34,530 | |
| Peer median | $62,952 |
| Corbett Preparatory School of Ids: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.17% |
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 $3.7M at the end of plan year 2021 to $4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 164 | $4M | $73K | $634 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 165 | $3.9M | $14K | $114 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 177 | $3.9M | $58K | $448 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 173 | $3.7M | — | — | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Corbett Preparatory School of Ids match 401(k) contributions?
The match terms for the Corbett Preparatory School of Ids 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $73K in employer contributions, about $634 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Corbett Preparatory School of Ids 401(k) match vested?
The vesting schedule for the Corbett Preparatory School of Ids 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Corbett Preparatory School of Ids 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Corbett Preparatory School of Ids, Inc..
I left Corbett Preparatory School of Ids. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Corbett Preparatory School of Ids, Inc., (813) 961-3087) or the recordkeeper, Principal Life Insurance Company. The Corbett Preparatory School of Ids old 401(k) page lists the contacts from every plan filing. Find an old Corbett Preparatory School of Ids 401(k)
Data from the public Form 5500 annual reports Corbett Preparatory School of Ids 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 Corbett Preparatory School of Ids. Not financial advice. Report a correction · Methodology