Hobart and William Smith Colleges 403(b) match, vesting and fees
What Hobart and William Smith Colleges' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Bonadio & Co. 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 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Hobart and William Smith Colleges: employer contribution per participant | $2,051 | |
| Peer median | $2,130 |
| Hobart and William Smith Colleges: average balance | $170,094 | |
| Peer median | $126,258 |
| Hobart and William Smith Colleges: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.07% |
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 $247M at the end of plan year 2021 to $241M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,473 | $241M | $2.9M | $2,051 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,536 | $229M | $2.3M | $1,660 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,734 | $209M | $1.9M | $1,184 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,636 | $247M | $1.6M | $1,160 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Hobart and William Smith Colleges match 401(k) contributions?
The match terms for the Hobart and William Smith Colleges Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $2,051 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hobart and William Smith Colleges 401(k) match vested?
The vesting schedule for the Hobart and William Smith Colleges Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hobart and William Smith Colleges 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Hobart and William Smith Colleges.
I left Hobart and William Smith Colleges. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hobart and William Smith Colleges, (315) 781-3311) or the recordkeeper, Transamerica Retirement Solutions. The Hobart and William Smith Colleges old 401(k) page lists the contacts from every plan filing. Find an old Hobart and William Smith Colleges 401(k)
Data from the public Form 5500 annual reports Hobart and William Smith Colleges 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 Hobart and William Smith Colleges. Not financial advice. Report a correction · Methodology