Eleutherian Mills-Hagley Foundation 401(k) match, vesting and fees
What Eleutherian Mills-Hagley Foundation's 401(k) 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 | Matrix Trust Company | Schedule C ↗ |
| Independent auditor | Belfint, Lyons &Shuman, P.A. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Eleutherian Mills-Hagley Foundation: employer contribution per participant | $2,314 | |
| Peer median | $1,540 |
| Eleutherian Mills-Hagley Foundation: average balance | $122,590 | |
| Peer median | $48,682 |
| Eleutherian Mills-Hagley Foundation: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.36% |
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 $18.2M at the end of plan year 2021 to $20.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 171 | $20.8M | $393K | $2,314 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 166 | $18.6M | $357K | $2,232 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 176 | $15.6M | $348K | $2,189 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 154 | $18.2M | $343K | $2,229 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Eleutherian Mills-Hagley Foundation match 401(k) contributions?
The match terms for the Hagley Museum & Library 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $393K in employer contributions, about $2,314 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eleutherian Mills-Hagley Foundation 401(k) match vested?
The vesting schedule for the Hagley Museum & Library 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eleutherian Mills-Hagley Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Matrix Trust Company. The plan administrator is Eleutherian Mills-Hagley Foundation, Inc..
I left Eleutherian Mills-Hagley Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eleutherian Mills-Hagley Foundation, Inc., (302) 658-2400) or the recordkeeper, Matrix Trust Company. The Eleutherian Mills-Hagley Foundation old 401(k) page lists the contacts from every plan filing. Find an old Eleutherian Mills-Hagley Foundation 401(k)
Data from the public Form 5500 annual reports Eleutherian Mills-Hagley Foundation 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 Eleutherian Mills-Hagley Foundation. Not financial advice. Report a correction · Methodology