Mid-South Independent School Business Officers 403(b) match, vesting and fees
What Mid-South Independent School Business Officers' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Mid-South Independent School Business Officers: employer contribution per participant | $1,655 | |
| Peer median | $2,130 |
| Mid-South Independent School Business Officers: average balance | $84,918 | |
| Peer median | $126,258 |
| Mid-South Independent School Business Officers: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.07% |
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 $2.2M at the end of plan year 2021 to $395M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,204 | $395M | $7.7M | $1,655 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 2,734 | $163M | $3.4M | $1,391 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 1,752 | $98.5M | $1.7M | $973 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 8 | $2.2M | $20K | $2,446 | 0.08% | Not published | 5500-SF ↗ |
Other Mid-South Independent School Business Officers plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mid-South Independent School Business Officers, Inc. Defined Contribution 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 Mid-South Independent School Business Officers match 401(k) contributions?
The match terms for the The Independent School Group Retirement Plan (Misbo) have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $1,655 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mid-South Independent School Business Officers 401(k) match vested?
The vesting schedule for the The Independent School Group Retirement Plan (Misbo) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mid-South Independent School Business Officers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Mid-South Independent School Business Officers, Inc..
I left Mid-South Independent School Business Officers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mid-South Independent School Business Officers, Inc., (404) 921-3815) or the recordkeeper, Transamerica Retirement Solutions. The Mid-South Independent School Business Officers old 401(k) page lists the contacts from every plan filing. Find an old Mid-South Independent School Business Officers 401(k)
Data from the public Form 5500 annual reports Mid-South Independent School Business Officers 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 Mid-South Independent School Business Officers. Not financial advice. Report a correction · Methodology