Lee Montessori Public Charter School 403(b) match, vesting and fees
What Lee Montessori Public Charter 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 | Jones, Maresca & Mcelwaney (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.
| Lee Montessori Public Charter School: employer contribution per participant | $1,338 | |
| Peer median | $1,684 |
| Lee Montessori Public Charter School: average balance | $17,253 | |
| Peer median | $62,952 |
| Lee Montessori Public Charter School: admin expenses ÷ assets | 0.28% | |
| 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 $912K at the end of plan year 2021 to $1.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 125 | $1.8M | $138K | $1,338 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 120 | $1.4M | $103K | $873 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 125 | $1.4M | $163K | $1,316 | 0.11% | Not published | 5500-SF ↗ |
| 2021 | 86 | $912K | $105K | $1,567 | 0.02% | Not published | 5500-SF ↗ |
Common questions
Does Lee Montessori Public Charter School match 401(k) contributions?
The match terms for the Lee Montessori Public Charter School 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $138K in employer contributions, about $1,338 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lee Montessori Public Charter School 401(k) match vested?
The vesting schedule for the Lee Montessori Public Charter School 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lee Montessori Public Charter School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Lee Montessori Public Charter School.
I left Lee Montessori Public Charter School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lee Montessori Public Charter School, (202) 779-9741) or the recordkeeper, Principal Life Insurance Company. The Lee Montessori Public Charter School old 401(k) page lists the contacts from every plan filing. Find an old Lee Montessori Public Charter School 401(k)
Data from the public Form 5500 annual reports Lee Montessori Public Charter 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 Lee Montessori Public Charter School. Not financial advice. Report a correction · Methodology