Dakota Wesleyan University 403(b) match, vesting and fees
What Dakota Wesleyan University'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 | Coulter & Justus (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.
| Dakota Wesleyan University: employer contribution per participant | $1,064 | |
| Peer median | $1,684 |
| Dakota Wesleyan University: average balance | $63,083 | |
| Peer median | $62,952 |
| Dakota Wesleyan University: admin expenses ÷ assets | 0.20% | |
| 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 $20.1M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 305 | $19M | $320K | $1,064 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 303 | $18.5M | $319K | $1,067 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 304 | $16.9M | $296K | $987 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 318 | $20.1M | $296K | $947 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Dakota Wesleyan University match 401(k) contributions?
The match terms for the Dakota Wesleyan University Defined Contribution Plan have not been published from its filing yet. The plan year 2024 filing reports $320K in employer contributions, about $1,064 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dakota Wesleyan University 401(k) match vested?
The vesting schedule for the Dakota Wesleyan University Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dakota Wesleyan University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Pentegra Services, Inc..
I left Dakota Wesleyan University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc., (844) 367-2848) or the recordkeeper, TIAA. The Dakota Wesleyan University old 401(k) page lists the contacts from every plan filing. Find an old Dakota Wesleyan University 401(k)
Data from the public Form 5500 annual reports Dakota Wesleyan University 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 Dakota Wesleyan University. Not financial advice. Report a correction · Methodology