Green Vale School 403(b) match, vesting and fees
What Green Vale School'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 | TIAA | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Green Vale School: employer contribution per participant | $2,224 | |
| Peer median | $1,684 |
| Green Vale School: average balance | $193,683 | |
| Peer median | $62,952 |
| Green Vale School: admin expenses ÷ assets | 0.06% | |
| 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 $35.7M at the end of plan year 2021 to $44M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 231 | $44M | $505K | $2,224 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 233 | $41.6M | $530K | $2,275 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 237 | $37.3M | $455K | $1,954 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 271 | $35.7M | $448K | $2,044 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Green Vale School match 401(k) contributions?
The match terms for the Green Vale School 403(b) Dc Plan Ra have not been published from its filing yet. The plan year 2024 filing reports $505K in employer contributions, about $2,224 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Green Vale School 401(k) match vested?
The vesting schedule for the Green Vale School 403(b) Dc Plan Ra is not in the data published so far. Your Summary Plan Description states it.
Who manages the Green Vale School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Green Vale School.
I left Green Vale School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Green Vale School, (516) 621-2420) or the recordkeeper, TIAA. The Green Vale School old 401(k) page lists the contacts from every plan filing. Find an old Green Vale School 401(k)
Data from the public Form 5500 annual reports Green Vale School 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 Green Vale School. Not financial advice. Report a correction · Methodology