Democracy Prep Public Schools 403(b) match, vesting and fees
What Democracy Prep Public Schools' 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (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 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Democracy Prep Public Schools: employer contribution per participant | $712 | |
| Peer median | $2,130 |
| Democracy Prep Public Schools: average balance | $35,687 | |
| Peer median | $126,258 |
| Democracy Prep Public Schools: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.07% |
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 $37.9M at the end of plan year 2022 to $46.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,644 | $46.4M | $925K | $712 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 1,463 | $42.2M | $1.1M | $1,106 | 0.72% | Not published | Form 5500 ↗ |
| 2022 | 1,699 | $37.9M | $539K | $416 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Democracy Prep Public Schools match 401(k) contributions?
The match terms for the Democracy Prep Public Schools, 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $925K in employer contributions, about $712 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Democracy Prep Public Schools 401(k) match vested?
The vesting schedule for the Democracy Prep Public Schools, 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Democracy Prep Public Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Concierge Retirement Services.
I left Democracy Prep Public Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concierge Retirement Services, (914) 251-0099) or the recordkeeper, Capital Group Retirement Plan Servi. The Democracy Prep Public Schools old 401(k) page lists the contacts from every plan filing. Find an old Democracy Prep Public Schools 401(k)
Data from the public Form 5500 annual reports Democracy Prep Public Schools filed with the U.S. Department of Labor (plan years 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 Democracy Prep Public Schools. Not financial advice. Report a correction · Methodology