Council for Advancement & Support of Education Case 403(b) match, vesting and fees
What Council for Advancement & Support of Education Case'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Withum Smith + Brown, PC (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.
| Council for Advancement & Support of Education Case: employer contribution per participant | $5,243 | |
| Peer median | $1,803 |
| Council for Advancement & Support of Education Case: average balance | $102,398 | |
| Peer median | $48,934 |
| Council for Advancement & Support of Education Case: admin expenses ÷ assets | 0.13% | |
| 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 $22.2M at the end of plan year 2021 to $24M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 234 | $24M | $1.2M | $5,243 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 216 | $20.1M | $1.1M | $4,996 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 177 | $18.6M | $975K | $5,506 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 169 | $22.2M | $922K | $5,458 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Council for Advancement & Support of Education Case match 401(k) contributions?
The match terms for the Council for Advancement and Support of Education Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $5,243 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Council for Advancement & Support of Education Case 401(k) match vested?
The vesting schedule for the Council for Advancement and Support of Education Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Council for Advancement & Support of Education Case 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Council for Advancement & Support of Education Case.
I left Council for Advancement & Support of Education Case. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Council for Advancement & Support of Education Case, (202) 478-5640) or the recordkeeper, The Vanguard Group, Inc.. The Council for Advancement & Support of Education Case old 401(k) page lists the contacts from every plan filing. Find an old Council for Advancement & Support of Education Case 401(k)
Data from the public Form 5500 annual reports Council for Advancement & Support of Education Case 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 Council for Advancement & Support of Education Case. Not financial advice. Report a correction · Methodology