Lake Forest Graduate School of Management 403(b) match, vesting and fees
What Lake Forest Graduate School of Management'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 | Howard Simon and Associates | Schedule C ↗ |
| Independent auditor | Crowe 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Lake Forest Graduate School of Management: employer contribution per participant | $252 | |
| Peer median | $1,684 |
| Lake Forest Graduate School of Management: average balance | $102,468 | |
| Peer median | $62,952 |
| Lake Forest Graduate School of Management: admin expenses ÷ assets | 0.16% | |
| 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 $10.6M at the end of plan year 2021 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,078 | $13.1M | $32K | $252 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 264 | $13.2M | $103K | $759 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 320 | $11.5M | $81K | $491 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 353 | $10.6M | $78K | $487 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Lake Forest Graduate School of Management match 401(k) contributions?
The match terms for the Lake Forest Graduate School of Management Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $32K in employer contributions, about $252 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lake Forest Graduate School of Management 401(k) match vested?
The vesting schedule for the Lake Forest Graduate School of Management Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lake Forest Graduate School of Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Howard Simon and Associates. The plan administrator is Lake Forest Graduate School of Management.
I left Lake Forest Graduate School of Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lake Forest Graduate School of Management, (847) 574-5166) or the recordkeeper, Howard Simon and Associates. The Lake Forest Graduate School of Management old 401(k) page lists the contacts from every plan filing. Find an old Lake Forest Graduate School of Management 401(k)
Data from the public Form 5500 annual reports Lake Forest Graduate School of Management 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 Lake Forest Graduate School of Management. Not financial advice. Report a correction · Methodology