Matthias Academy 401(k) match, vesting and fees
What Matthias Academy'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 | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Matthias Academy: employer contribution per participant | $868 | |
| Peer median | $1,440 |
| Matthias Academy: average balance | $2,381 | |
| Peer median | $38,351 |
| Matthias Academy: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $267K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 139 | $267K | $97K | $868 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Matthias Academy match 401(k) contributions?
The match terms for the Matthias Academy 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $97K in employer contributions, about $868 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Matthias Academy 401(k) match vested?
The vesting schedule for the Matthias Academy 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Matthias Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Matthias Academy Corporation.
I left Matthias Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Matthias Academy Corporation, (262) 222-2111) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Matthias Academy old 401(k) page lists the contacts from every plan filing. Find an old Matthias Academy 401(k)
Data from the public Form 5500 annual reports Matthias Academy filed with the U.S. Department of Labor (plan years 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 Matthias Academy. Not financial advice. Report a correction · Methodology