Instructional Empowerment 401(k) match, vesting and fees
What Instructional Empowerment'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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Sisterson & Co. 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.
| Instructional Empowerment: employer contribution per participant | $2,966 | |
| Peer median | $1,684 |
| Instructional Empowerment: average balance | $31,275 | |
| Peer median | $62,952 |
| Instructional Empowerment: admin expenses ÷ assets | 0.65% | |
| 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 $3.5M at the end of plan year 2023 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 149 | $4.5M | $427K | $2,966 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 135 | $3.5M | $331K | $2,527 | 0.57% | Not published | Form 5500 ↗ |
Other Instructional Empowerment plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Learning Sciences International 401(k) Profit Sharing 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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Instructional Empowerment match 401(k) contributions?
The match terms for the Instructional Empowerment Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $427K in employer contributions, about $2,966 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Instructional Empowerment 401(k) match vested?
The vesting schedule for the Instructional Empowerment Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Instructional Empowerment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is Instructional Empowerment Inc.
I left Instructional Empowerment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Instructional Empowerment Inc, (866) 731-1999) or the recordkeeper, Paychex, Inc.. The Instructional Empowerment old 401(k) page lists the contacts from every plan filing. Find an old Instructional Empowerment 401(k)
Data from the public Form 5500 annual reports Instructional Empowerment filed with the U.S. Department of Labor (plan years 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 Instructional Empowerment. Not financial advice. Report a correction · Methodology