Inwood Community Services 403(b) match, vesting and fees
What Inwood Community Services' 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Inwood Community Services: employer contribution per participant | $462 | |
| Peer median | $1,468 |
| Inwood Community Services: average balance | $3,051 | |
| Peer median | $37,786 |
| Inwood Community Services: admin expenses ÷ assets | 3.34% | |
| Peer median | 0.39% |
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 $974K at the end of plan year 2021 to $1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 372 | $1M | $158K | $462 | 3.34% | Not published | Form 5500 ↗ |
| 2023 | 400 | $690K | $164K | $512 | 5.37% | Not published | Form 5500 ↗ |
| 2022 | 312 | $354K | $200K | $646 | 2.66% | Not published | Form 5500 ↗ |
| 2021 | 239 | $974K | $104K | $916 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Inwood Community Services match 401(k) contributions?
The match terms for the Inwood Community Services, Inc 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $158K in employer contributions, about $462 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Inwood Community Services 401(k) match vested?
The vesting schedule for the Inwood Community Services, Inc 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Inwood Community Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Inwood Community Services, Inc..
I left Inwood Community Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Inwood Community Services, Inc., (212) 942-0043) or the recordkeeper, Newport Group, Inc.. The Inwood Community Services old 401(k) page lists the contacts from every plan filing. Find an old Inwood Community Services 401(k)
Data from the public Form 5500 annual reports Inwood Community Services 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 Inwood Community Services. Not financial advice. Report a correction · Methodology