National Foundation for the CDC 403(b) match, vesting and fees
What National Foundation for the CDC'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 | TIAA | Schedule C ↗ |
| Independent auditor | Cherry Bekaert 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 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| National Foundation for the CDC: employer contribution per participant | $3,411 | |
| Peer median | $1,431 |
| National Foundation for the CDC: average balance | $40,203 | |
| Peer median | $42,646 |
| National Foundation for the CDC: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.23% |
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 $25.7M at the end of plan year 2021 to $68.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,000 | $68.1M | $5.8M | $3,411 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 2,088 | $56.3M | $6.7M | $3,824 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 2,420 | $43.2M | $9.7M | $4,223 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 2,206 | $25.7M | $5.8M | $2,837 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does National Foundation for the CDC match 401(k) contributions?
The match terms for the Nat'L Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.8M in employer contributions, about $3,411 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Foundation for the CDC 401(k) match vested?
The vesting schedule for the Nat'L Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Foundation for the CDC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is National Foundation for the Cdc, Inc..
I left National Foundation for the CDC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Foundation for the Cdc, Inc., (404) 653-0790) or the recordkeeper, TIAA. The National Foundation for the CDC old 401(k) page lists the contacts from every plan filing. Find an old National Foundation for the CDC 401(k)
Data from the public Form 5500 annual reports National Foundation for the CDC 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 National Foundation for the CDC. Not financial advice. Report a correction · Methodology