Lions World Vision Institute I 401(k) match, vesting and fees
What Lions World Vision Institute I's 401(k) 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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Assurance Dimensions, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Lions World Vision Institute I: employer contribution per participant | $2,378 | |
| Peer median | $1,468 |
| Lions World Vision Institute I: average balance | $34,772 | |
| Peer median | $37,786 |
| Lions World Vision Institute I: admin expenses ÷ assets | 0.46% | |
| 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 $4.5M at the end of plan year 2021 to $10.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 442 | $10.4M | $711K | $2,378 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 141 | $9M | $91K | $677 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 192 | $4.3M | $328K | $1,717 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 179 | $4.5M | $286K | $1,608 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Lions World Vision Institute I match 401(k) contributions?
The match terms for the Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $711K in employer contributions, about $2,378 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lions World Vision Institute I 401(k) match vested?
The vesting schedule for the Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lions World Vision Institute I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left Lions World Vision Institute I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The Lions World Vision Institute I old 401(k) page lists the contacts from every plan filing. Find an old Lions World Vision Institute I 401(k)
Data from the public Form 5500 annual reports Lions World Vision Institute I 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 Lions World Vision Institute I. Not financial advice. Report a correction · Methodology