Hawthorne Foundation 401(k) match, vesting and fees
What Hawthorne Foundation's 401(k) 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-Teachers Ins and Annutiy Assoc | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Hawthorne Foundation: employer contribution per participant | $0 | |
| Peer median | $1,684 |
| Hawthorne Foundation: average balance | $15,724 | |
| Peer median | $62,952 |
| Hawthorne Foundation: admin expenses ÷ assets | <0.01% | |
| 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 $5.9M at the end of plan year 2021 to $6.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 720 | $6.3M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 628 | $6M | $0 | $0 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 536 | $5.5M | $514K | $1,861 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 404 | $5.9M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other Hawthorne Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hawthorne Foundation Inc. Retirement Plan & Trust
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 | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Hawthorne Foundation match 401(k) contributions?
The match terms for the Hawthorne Foundation, Inc, 403(b) Tda Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hawthorne Foundation 401(k) match vested?
The vesting schedule for the Hawthorne Foundation, Inc, 403(b) Tda Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hawthorne Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa-Teachers Ins and Annutiy Assoc. The plan administrator is Hawthorne Foundation, Inc..
I left Hawthorne Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hawthorne Foundation, Inc., (914) 592-8526) or the recordkeeper, Tiaa-Teachers Ins and Annutiy Assoc. The Hawthorne Foundation old 401(k) page lists the contacts from every plan filing. Find an old Hawthorne Foundation 401(k)
Data from the public Form 5500 annual reports Hawthorne Foundation 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 Hawthorne Foundation. Not financial advice. Report a correction · Methodology