Houston Ballet Foundation 403(b) match, vesting and fees
What Houston Ballet Foundation'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 | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Calvetti Ferguson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Houston Ballet Foundation: employer contribution per participant | $2,045 | |
| Peer median | $1,540 |
| Houston Ballet Foundation: average balance | $57,704 | |
| Peer median | $48,682 |
| Houston Ballet Foundation: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.36% |
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 $16.7M at the end of plan year 2021 to $23M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 651 | $23M | $814K | $2,045 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 631 | $19.7M | $645K | $1,630 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 630 | $17.5M | $742K | $1,962 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 557 | $16.7M | $574K | $1,586 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Houston Ballet Foundation match 401(k) contributions?
The match terms for the Houston Ballet Foundation Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $814K in employer contributions, about $2,045 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Houston Ballet Foundation 401(k) match vested?
The vesting schedule for the Houston Ballet Foundation Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Houston Ballet Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Co.. The plan administrator is Houston Ballet Foundation.
I left Houston Ballet Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Houston Ballet Foundation, (713) 523-6300) or the recordkeeper, Valic Retirement Services Co.. The Houston Ballet Foundation old 401(k) page lists the contacts from every plan filing. Find an old Houston Ballet Foundation 401(k)
Data from the public Form 5500 annual reports Houston Ballet 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 Houston Ballet Foundation. Not financial advice. Report a correction · Methodology