Jesuit High School of Sacramento 403(b) match, vesting and fees
What Jesuit High School of Sacramento'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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Jesuit High School of Sacramento: employer contribution per participant | $4,962 | |
| Peer median | $1,684 |
| Jesuit High School of Sacramento: average balance | $169,139 | |
| Peer median | $62,952 |
| Jesuit High School of Sacramento: admin expenses ÷ assets | 0.23% | |
| 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 $23.2M at the end of plan year 2021 to $27.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $27.2M | $799K | $4,962 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 163 | $24.2M | $760K | $4,660 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 154 | $20M | $832K | $5,510 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 152 | $23.2M | $809K | $5,358 | 0.23% | Not published | Form 5500 ↗ |
Other Jesuit High School of Sacramento plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jesuit High School of Sacramento 401a Dc Plan
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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does Jesuit High School of Sacramento match 401(k) contributions?
The match terms for the Jesuit High School of Sacramento Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $799K in employer contributions, about $4,962 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jesuit High School of Sacramento 401(k) match vested?
The vesting schedule for the Jesuit High School of Sacramento Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jesuit High School of Sacramento 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Jesuit High School of Sacramento.
I left Jesuit High School of Sacramento. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jesuit High School of Sacramento, (916) 480-2115) or the recordkeeper, American United Life Insurance Co. The Jesuit High School of Sacramento old 401(k) page lists the contacts from every plan filing. Find an old Jesuit High School of Sacramento 401(k)
Data from the public Form 5500 annual reports Jesuit High School of Sacramento 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 Jesuit High School of Sacramento. Not financial advice. Report a correction · Methodology