Eagle Hill Foundation of Massachusetts 403(b) match, vesting and fees
What Eagle Hill Foundation of Massachusetts' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Aaf Cpas Inc. (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.
| Eagle Hill Foundation of Massachusetts: employer contribution per participant | $3,923 | |
| Peer median | $1,684 |
| Eagle Hill Foundation of Massachusetts: average balance | $165,599 | |
| Peer median | $62,952 |
| Eagle Hill Foundation of Massachusetts: admin expenses ÷ assets | <0.01% | |
| 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 $19.6M at the end of plan year 2021 to $27.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 243 | $27.8M | $659K | $3,923 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 223 | $24.3M | $638K | $4,036 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 215 | $20.5M | $580K | $3,743 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 217 | $19.6M | $611K | $3,868 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Eagle Hill Foundation of Massachusetts match 401(k) contributions?
The match terms for the Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $659K in employer contributions, about $3,923 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eagle Hill Foundation of Massachusetts 401(k) match vested?
The vesting schedule for the Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eagle Hill Foundation of Massachusetts 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Eagle Hill Foundation of Massachusetts Inc..
I left Eagle Hill Foundation of Massachusetts. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eagle Hill Foundation of Massachusetts Inc., (413) 477-6000) or the recordkeeper, American United Life Insurance Co. The Eagle Hill Foundation of Massachusetts old 401(k) page lists the contacts from every plan filing. Find an old Eagle Hill Foundation of Massachusetts 401(k)
Data from the public Form 5500 annual reports Eagle Hill Foundation of Massachusetts 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 Eagle Hill Foundation of Massachusetts. Not financial advice. Report a correction · Methodology