Firstline Schools 403(b) match, vesting and fees
What Firstline Schools' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Mauldin & Jenkins LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Firstline Schools: employer contribution per participant | $2,394 | |
| Peer median | $1,855 |
| Firstline Schools: average balance | $21,172 | |
| Peer median | $100,069 |
| Firstline Schools: admin expenses ÷ assets | 0.18% | |
| 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 $4.5M at the end of plan year 2021 to $11.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 535 | $11.3M | $1.3M | $2,394 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 500 | $8.8M | $1.3M | $2,666 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 461 | $6.3M | $1.1M | $2,467 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 567 | $4.5M | $1.2M | $2,238 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Firstline Schools match 401(k) contributions?
The match terms for the Firstline Schools 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $2,394 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Firstline Schools 401(k) match vested?
The vesting schedule for the Firstline Schools 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Firstline Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Firstline Schools Inc..
I left Firstline Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Firstline Schools Inc., (504) 267-9038) or the recordkeeper, American United Life Insurance Co. The Firstline Schools old 401(k) page lists the contacts from every plan filing. Find an old Firstline Schools 401(k)
Data from the public Form 5500 annual reports Firstline Schools 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 Firstline Schools. Not financial advice. Report a correction · Methodology