Lake Highland Preparatory School 403(b) match, vesting and fees
What Lake Highland Preparatory School'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Armanino, 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 Highland Preparatory School: employer contribution per participant | $1,256 | |
| Peer median | $1,684 |
| Lake Highland Preparatory School: average balance | $97,848 | |
| Peer median | $62,952 |
| Lake Highland Preparatory School: 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 $27.4M at the end of plan year 2021 to $42M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 445 | $42M | $539K | $1,256 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 459 | $36.4M | $525K | $1,195 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 465 | $31.1M | $505K | $1,131 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 450 | $27.4M | $464K | $1,086 | 0.16% | Not published | Form 5500 ↗ |
Other Lake Highland Preparatory School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lake Highland Preparatory School, Inc.
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Armanino, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Lake Highland Preparatory School match 401(k) contributions?
The match terms for the Lake Highland Preparatory School 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $539K in employer contributions, about $1,256 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lake Highland Preparatory School 401(k) match vested?
The vesting schedule for the Lake Highland Preparatory School 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lake Highland Preparatory School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Lake Highland Preparatory School.
I left Lake Highland Preparatory School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lake Highland Preparatory School, (407) 206-1900) or the recordkeeper, Principal Life Insurance Company. The Lake Highland Preparatory School old 401(k) page lists the contacts from every plan filing. Find an old Lake Highland Preparatory School 401(k)
Data from the public Form 5500 annual reports Lake Highland Preparatory School 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 Highland Preparatory School. Not financial advice. Report a correction · Methodology