Crystal Springs Uplands School 403(b) match, vesting and fees
What Crystal Springs Uplands School'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 | TIAA | Schedule C ↗ |
| Independent auditor | Hood & Strong 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Crystal Springs Uplands School: employer contribution per participant | $3,912 | |
| Peer median | $1,684 |
| Crystal Springs Uplands School: average balance | $173,205 | |
| Peer median | $62,952 |
| Crystal Springs Uplands School: admin expenses ÷ assets | 0.07% | |
| 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 $44M at the end of plan year 2021 to $49M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 285 | $49M | $1.1M | $3,912 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 280 | $45.1M | $1M | $3,684 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 265 | $39M | $967K | $3,691 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 249 | $44M | $888K | $3,579 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Crystal Springs Uplands School match 401(k) contributions?
The match terms for the Crystal Springs Uplands School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $3,912 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Crystal Springs Uplands School 401(k) match vested?
The vesting schedule for the Crystal Springs Uplands School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Crystal Springs Uplands School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Crystal Springs Uplands School.
I left Crystal Springs Uplands School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crystal Springs Uplands School, (650) 342-4175) or the recordkeeper, TIAA. The Crystal Springs Uplands School old 401(k) page lists the contacts from every plan filing. Find an old Crystal Springs Uplands School 401(k)
Data from the public Form 5500 annual reports Crystal Springs Uplands School 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 Crystal Springs Uplands School. Not financial advice. Report a correction · Methodology