Excelsior Charter Group 403(b) match, vesting and fees
What Excelsior Charter Group'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Eide Bailly 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Excelsior Charter Group: employer contribution per participant | $2,340 | |
| Peer median | $1,684 |
| Excelsior Charter Group: average balance | $19,438 | |
| Peer median | $62,952 |
| Excelsior Charter Group: admin expenses ÷ assets | 0.13% | |
| 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 $197K at the end of plan year 2021 to $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 196 | $3.8M | $459K | $2,340 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 185 | $2.9M | $383K | $2,115 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 136 | $1.9M | $313K | $2,333 | 0.13% | Not published | 5500-SF ↗ |
| 2021 | 58 | $197K | $54K | $53,625 | 0.54% | Not published | 5500-SF ↗ |
Other Excelsior Charter Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Excelsior Charter Group Contract Ee'S 403(b) 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Excelsior Charter Group match 401(k) contributions?
The match terms for the Excelsior Charter Group ERISA 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $459K in employer contributions, about $2,340 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excelsior Charter Group 401(k) match vested?
The vesting schedule for the Excelsior Charter Group ERISA 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excelsior Charter Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Excelsior Charter Group.
I left Excelsior Charter Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excelsior Charter Group, (760) 245-4262) or the recordkeeper, The Vanguard Group, Inc.. The Excelsior Charter Group old 401(k) page lists the contacts from every plan filing. Find an old Excelsior Charter Group 401(k)
Data from the public Form 5500 annual reports Excelsior Charter Group 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 Excelsior Charter Group. Not financial advice. Report a correction · Methodology