Fermi Research Alliance 403(b) match, vesting and fees
What Fermi Research Alliance'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe, 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 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Fermi Research Alliance: employer contribution per participant | — | |
| Peer median | $2,556 |
| Fermi Research Alliance: average balance | $258,553 | |
| Peer median | $100,166 |
| Fermi Research Alliance: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.11% |
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 $781M at the end of plan year 2021 to $745M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,669 | $745M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 3,680 | $722M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 3,400 | $660M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 2,267 | $781M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other Fermi Research Alliance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Fermi Research Alliance, LLC
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Fermi Research Alliance match 401(k) contributions?
The match terms for the Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan have not been published from its filing yet.
When is the Fermi Research Alliance 401(k) match vested?
The vesting schedule for the Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fermi Research Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Fermi Research Alliance, LLC.
I left Fermi Research Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fermi Research Alliance, LLC, (630) 840-2825) or the recordkeeper, Fidelity Investments Institutional. The Fermi Research Alliance old 401(k) page lists the contacts from every plan filing. Find an old Fermi Research Alliance 401(k)
Data from the public Form 5500 annual reports Fermi Research Alliance 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 Fermi Research Alliance. Not financial advice. Report a correction · Methodology