Fernbank Museum of Natural History 403(b) match, vesting and fees
What Fernbank Museum of Natural History'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Smith & Howard (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $7.4M at the end of plan year 2021 to $8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 141 | $8M | $106K | $1,242 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 158 | $6.8M | $102K | $1,185 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 158 | $5.8M | $84K | $734 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 98 | $7.4M | $165K | $2,391 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Fernbank Museum of Natural History match 401(k) contributions?
The match terms for the Fernbank Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $106K in employer contributions, about $1,242 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fernbank Museum of Natural History 401(k) match vested?
The vesting schedule for the Fernbank Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fernbank Museum of Natural History 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Fernbank Museum of Natural History.
I left Fernbank Museum of Natural History. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fernbank Museum of Natural History, (404) 929-6380) or the recordkeeper, Principal Life Insurance Company. The Fernbank Museum of Natural History old 401(k) page lists the contacts from every plan filing. Find an old Fernbank Museum of Natural History 401(k)
Data from the public Form 5500 annual reports Fernbank Museum of Natural History 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 Fernbank Museum of Natural History. Not financial advice. Report a correction · Methodology