French International School of Oregon 403(b) match, vesting and fees
What French International School of Oregon'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 Retirement Plan Company, LLC | Schedule C ↗ |
| Independent auditor | Hoffman, Stewart & Schmidt, P.C. (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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| French International School of Oregon: employer contribution per participant | $2,527 | |
| Peer median | $1,684 |
| French International School of Oregon: average balance | $76,251 | |
| Peer median | $62,952 |
| French International School of Oregon: admin expenses ÷ assets | 0.49% | |
| 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 $8.6M at the end of plan year 2021 to $9.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 203 | $9.8M | $323K | $2,527 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 203 | $8.6M | $280K | $2,298 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 166 | $7.7M | $221K | $1,924 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 143 | $8.6M | $204K | $1,911 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does French International School of Oregon match 401(k) contributions?
The match terms for the French International School of Oregon 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $323K in employer contributions, about $2,527 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the French International School of Oregon 401(k) match vested?
The vesting schedule for the French International School of Oregon 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the French International School of Oregon 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Retirement Plan Company, LLC. The plan administrator is French International School of Oregon.
I left French International School of Oregon. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (French International School of Oregon, (503) 292-7776) or the recordkeeper, The Retirement Plan Company, LLC. The French International School of Oregon old 401(k) page lists the contacts from every plan filing. Find an old French International School of Oregon 401(k)
Data from the public Form 5500 annual reports French International School of Oregon 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 French International School of Oregon. Not financial advice. Report a correction · Methodology