Lasting Change 403(b) match, vesting and fees
What Lasting Change'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 | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Forvis 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Lasting Change: employer contribution per participant | $2,165 | |
| Peer median | $1,468 |
| Lasting Change: average balance | $26,741 | |
| Peer median | $37,786 |
| Lasting Change: admin expenses ÷ assets | 0.92% | |
| 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 $5.7M at the end of plan year 2021 to $8.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 565 | $8.5M | $684K | $2,165 | 0.92% | Not published | Form 5500 ↗ |
| 2023 | 598 | $7.1M | $633K | $1,977 | 0.99% | Not published | Form 5500 ↗ |
| 2022 | 639 | $5.3M | $382K | $1,551 | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 606 | $5.7M | $320K | $1,270 | 1.21% | Not published | Form 5500 ↗ |
Common questions
Does Lasting Change match 401(k) contributions?
The match terms for the Lasting Change, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $684K in employer contributions, about $2,165 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lasting Change 401(k) match vested?
The vesting schedule for the Lasting Change, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lasting Change 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Lasting Change, Inc..
I left Lasting Change. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lasting Change, Inc., (260) 745-3322) or the recordkeeper, Ameritas Life Insurance Corp. The Lasting Change old 401(k) page lists the contacts from every plan filing. Find an old Lasting Change 401(k)
Data from the public Form 5500 annual reports Lasting Change 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 Lasting Change. Not financial advice. Report a correction · Methodology