Edgewood Center for Children and Families 403(b) match, vesting and fees
What Edgewood Center for Children and Families' 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 | Primark Benefits | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Edgewood Center for Children and Families: employer contribution per participant | $1,617 | |
| Peer median | $1,468 |
| Edgewood Center for Children and Families: average balance | $56,855 | |
| Peer median | $37,786 |
| Edgewood Center for Children and Families: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.39% |
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 $9.7M at the end of plan year 2021 to $12.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 377 | $12.3M | $351K | $1,617 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 375 | $10.9M | $330K | $1,601 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 389 | $8.7M | $251K | $1,124 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 426 | $9.7M | $256K | $1,123 | 0.60% | Not published | Form 5500 ↗ |
Other Edgewood Center for Children and Families plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Edgewood Center for Children and Families Retirement Plan
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Edgewood Center for Children and Families match 401(k) contributions?
The match terms for the Edgewood 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $351K in employer contributions, about $1,617 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Edgewood Center for Children and Families 401(k) match vested?
The vesting schedule for the Edgewood 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Edgewood Center for Children and Families 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Primark Benefits. The plan administrator is Edgewood Center for Children and Families.
I left Edgewood Center for Children and Families. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Edgewood Center for Children and Families, (415) 681-3211) or the recordkeeper, Primark Benefits. The Edgewood Center for Children and Families old 401(k) page lists the contacts from every plan filing. Find an old Edgewood Center for Children and Families 401(k)
Data from the public Form 5500 annual reports Edgewood Center for Children and Families 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 Edgewood Center for Children and Families. Not financial advice. Report a correction · Methodology