Give Kids the World 403(b) match, vesting and fees
What Give Kids the World'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 Inst Oper Co | Schedule C ↗ |
| Independent auditor | Purvis, Gray & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $5.5M at the end of plan year 2021 to $4.3M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 237 | $4.3M | $146K | $1,138 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 208 | $5.5M | $112K | $930 | 0.25% | Not published | Form 5500 ↗ |
Other Give Kids the World plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Give Kids the World, Inc. 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.
| Recordkeeper | Voya Retirement Insurance and Annui | Schedule C ↗ |
| Independent auditor | Purvis, Gray & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Give Kids the World match 401(k) contributions?
The match terms for the Give Kids the World, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2022 filing reports $146K in employer contributions, about $1,138 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Give Kids the World 401(k) match vested?
The vesting schedule for the Give Kids the World, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Give Kids the World 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is Fidelity Investments Inst Oper Co. The plan administrator is Give Kids the World, Inc..
I left Give Kids the World. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Give Kids the World, Inc., (407) 396-1114) or the recordkeeper, Fidelity Investments Inst Oper Co. The Give Kids the World old 401(k) page lists the contacts from every plan filing. Find an old Give Kids the World 401(k)
Data from the public Form 5500 annual reports Give Kids the World 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 Give Kids the World. Not financial advice. Report a correction · Methodology