Leslie Shankman School retirement plan: assets, participants and fees
What Leslie Shankman School's retirement plan 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 | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Cbiz Cpas, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Leslie Shankman School: employer contribution per participant | $1,892 | |
| Peer median | $1,800 |
| Leslie Shankman School: average balance | $55,931 | |
| Peer median | $72,234 |
| Leslie Shankman School: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.18% |
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 $17.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 305 | $17.1M | $577K | $1,892 | 0.65% | Not published | Form 5500 ↗ |
| 2024 | 305 | $13.7M | $562K | $1,844 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 293 | $11.6M | $508K | $1,735 | 0.64% | Not published | Form 5500 ↗ |
| 2022 | 267 | $9.4M | $458K | $1,721 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 274 | $10.6M | $462K | $1,692 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Leslie Shankman School match 401(k) contributions?
The match terms for the Leslie Shankman School Corporation 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $577K in employer contributions, about $1,892 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Leslie Shankman School 401(k) match vested?
The vesting schedule for the Leslie Shankman School Corporation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Leslie Shankman School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Tiaa-Teachers Insurance and Annuity. The plan administrator is Leslie Shankman School Corporation.
I left Leslie Shankman School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Leslie Shankman School Corporation, (773) 420-2883) or the recordkeeper, Tiaa-Teachers Insurance and Annuity. The Leslie Shankman School old 401(k) page lists the contacts from every plan filing. Find an old Leslie Shankman School 401(k)
Data from the public Form 5500 annual reports Leslie Shankman School filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Leslie Shankman School. Not financial advice. Report a correction · Methodology