Milwaukee Science Education Consortium 403(b) match, vesting and fees
What Milwaukee Science Education Consortium'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 | Wipfli (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Milwaukee Science Education Consortium: employer contribution per participant | $439 | |
| Peer median | $1,684 |
| Milwaukee Science Education Consortium: average balance | $13,595 | |
| Peer median | $62,952 |
| Milwaukee Science Education Consortium: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.17% |
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 $3M at the end of plan year 2022 to $4.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 312 | $4.2M | $137K | $439 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 261 | $3.6M | $119K | $477 | 0.72% | Not published | Form 5500 ↗ |
| 2022 | 237 | $3M | $98K | $513 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Milwaukee Science Education Consortium match 401(k) contributions?
The match terms for the Milwaukee Academy of Science 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $137K in employer contributions, about $439 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Milwaukee Science Education Consortium 401(k) match vested?
The vesting schedule for the Milwaukee Academy of Science 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Milwaukee Science Education Consortium 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Milwaukee Science Education Consortium, Inc..
I left Milwaukee Science Education Consortium. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Milwaukee Science Education Consortium, Inc., (414) 933-0302) or the recordkeeper, Stancorp Financial Group. The Milwaukee Science Education Consortium old 401(k) page lists the contacts from every plan filing. Find an old Milwaukee Science Education Consortium 401(k)
Data from the public Form 5500 annual reports Milwaukee Science Education Consortium filed with the U.S. Department of Labor (plan years 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 Milwaukee Science Education Consortium. Not financial advice. Report a correction · Methodology