Naacp Legal Defense & Educational Fund 403(b) match, vesting and fees
What Naacp Legal Defense & Educational Fund'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 | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | Mitchell & Titus LLP (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.
| Naacp Legal Defense & Educational Fund: employer contribution per participant | $4,279 | |
| Peer median | $1,684 |
| Naacp Legal Defense & Educational Fund: average balance | $61,192 | |
| Peer median | $62,952 |
| Naacp Legal Defense & Educational Fund: admin expenses ÷ assets | 0.05% | |
| 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 $11.9M at the end of plan year 2021 to $21.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 353 | $21.6M | $1.5M | $4,279 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 329 | $16.9M | $1.3M | $4,044 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 287 | $12.1M | $1.2M | $4,144 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 241 | $11.9M | $908K | $3,766 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Naacp Legal Defense & Educational Fund match 401(k) contributions?
The match terms for the Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $4,279 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Naacp Legal Defense & Educational Fund 401(k) match vested?
The vesting schedule for the Naacp Legal Defense & Educational Fund, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Naacp Legal Defense & Educational Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln National Corporation. The plan administrator is Naacp Legal Defense & Educational Fund, Inc..
I left Naacp Legal Defense & Educational Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Naacp Legal Defense & Educational Fund, Inc., (212) 965-2200) or the recordkeeper, Lincoln National Corporation. The Naacp Legal Defense & Educational Fund old 401(k) page lists the contacts from every plan filing. Find an old Naacp Legal Defense & Educational Fund 401(k)
Data from the public Form 5500 annual reports Naacp Legal Defense & Educational Fund 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 Naacp Legal Defense & Educational Fund. Not financial advice. Report a correction · Methodology