Henry M. Jackson Foundation for the Adv of Military Medicine 403(b) match, vesting and fees
What Henry M. Jackson Foundation for the Adv of Military Medicine'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 | Weyrich, Cronin & Sorra LLC (disclaimer 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 135 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Henry M. Jackson Foundation for the Adv of Military Medicine: employer contribution per participant | $1,837 | |
| Peer median | $2,490 |
| Henry M. Jackson Foundation for the Adv of Military Medicine: average balance | $85,588 | |
| Peer median | $122,161 |
| Henry M. Jackson Foundation for the Adv of Military Medicine: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.05% |
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 $525M at the end of plan year 2021 to $616M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,411 | $616M | $13.2M | $1,837 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 6,862 | $534M | $12.1M | $1,768 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 6,716 | $450M | $11.5M | $1,708 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 6,573 | $525M | $11.2M | $1,707 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Henry M. Jackson Foundation for the Adv of Military Medicine match 401(k) contributions?
The match terms for the Henry M. Jackson Foundation Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $13.2M in employer contributions, about $1,837 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Henry M. Jackson Foundation for the Adv of Military Medicine 401(k) match vested?
The vesting schedule for the Henry M. Jackson Foundation Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Henry M. Jackson Foundation for the Adv of Military Medicine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc..
I left Henry M. Jackson Foundation for the Adv of Military Medicine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc., (240) 694-2000) or the recordkeeper, TIAA. The Henry M. Jackson Foundation for the Adv of Military Medicine old 401(k) page lists the contacts from every plan filing. Find an old Henry M. Jackson Foundation for the Adv of Military Medicine 401(k)
Data from the public Form 5500 annual reports Henry M. Jackson Foundation for the Adv of Military Medicine 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 Henry M. Jackson Foundation for the Adv of Military Medicine. Not financial advice. Report a correction · Methodology