McCall Foundation 403(b) match, vesting and fees
What McCall Foundation'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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Visconti Pittala & Associates, LLC (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.
| McCall Foundation: employer contribution per participant | $1,682 | |
| Peer median | $1,468 |
| McCall Foundation: average balance | $42,114 | |
| Peer median | $37,786 |
| McCall Foundation: admin expenses ÷ assets | 0.96% | |
| 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 $5M at the end of plan year 2022 to $6.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 241 | $6.2M | $247K | $1,682 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 228 | $5.1M | $193K | $1,352 | 0.99% | Not published | Form 5500 ↗ |
| 2022 | 213 | $5M | $274K | $2,191 | 1.15% | Not published | Form 5500 ↗ |
Other McCall Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Mccall Foundation, Inc. Retirement Plan
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.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does McCall Foundation match 401(k) contributions?
The match terms for the The Mccall Foundation, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $247K in employer contributions, about $1,682 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McCall Foundation 401(k) match vested?
The vesting schedule for the The Mccall Foundation, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McCall Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is The Mccall Foundation, Inc..
I left McCall Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Mccall Foundation, Inc., (860) 496-2100) or the recordkeeper, Stancorp Financial Group. The McCall Foundation old 401(k) page lists the contacts from every plan filing. Find an old McCall Foundation 401(k)
Data from the public Form 5500 annual reports McCall Foundation 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 McCall Foundation. Not financial advice. Report a correction · Methodology