Harvard Management 403(b) match, vesting and fees
What Harvard Management'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 | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Harvard Management: employer contribution per participant | — | |
| Peer median | $3,122 |
| Harvard Management: average balance | $285,307 | |
| Peer median | $111,687 |
| Harvard Management: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.20% |
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 $53.3M at the end of plan year 2021 to $64.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 237 | $64.8M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 242 | $58.1M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 254 | $50.6M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 263 | $42.7M | — | — | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 267 | $53.3M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other Harvard Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Harvard Management Company Inc. Pension 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 | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Harvard Management match 401(k) contributions?
The match terms for the The Harvard Management Company 403(b) Tax-Deferred Annuity Plan have not been published from its filing yet.
When is the Harvard Management 401(k) match vested?
The vesting schedule for the The Harvard Management Company 403(b) Tax-Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Harvard Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Sentinel Benefits Group, LLC. The plan administrator is Harvard Management Company Inc..
I left Harvard Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Harvard Management Company Inc., (617) 523-4400) or the recordkeeper, Sentinel Benefits Group, LLC. The Harvard Management old 401(k) page lists the contacts from every plan filing. Find an old Harvard Management 401(k)
Data from the public Form 5500 annual reports Harvard Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Harvard Management. Not financial advice. Report a correction · Methodology