Near North Montessori School 403(b) match, vesting and fees
What Near North Montessori School'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Sassetti LLC (disclaimer 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.
| Near North Montessori School: employer contribution per participant | $1,743 | |
| Peer median | $1,684 |
| Near North Montessori School: average balance | $60,057 | |
| Peer median | $62,952 |
| Near North Montessori School: admin expenses ÷ assets | 0.23% | |
| 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 $11.3M at the end of plan year 2021 to $13.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 269 | $13.5M | $392K | $1,743 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 183 | $12.8M | $368K | $2,167 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 173 | $12.1M | $311K | $1,853 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 164 | $11.3M | $312K | $1,998 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Near North Montessori School match 401(k) contributions?
The match terms for the Near North Montessori School Tsa have not been published from its filing yet. The plan year 2024 filing reports $392K in employer contributions, about $1,743 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Near North Montessori School 401(k) match vested?
The vesting schedule for the Near North Montessori School Tsa is not in the data published so far. Your Summary Plan Description states it.
Who manages the Near North Montessori School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Near North Montessori School.
I left Near North Montessori School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Near North Montessori School, (773) 384-1434) or the recordkeeper, Principal Life Insurance Company. The Near North Montessori School old 401(k) page lists the contacts from every plan filing. Find an old Near North Montessori School 401(k)
Data from the public Form 5500 annual reports Near North Montessori School 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 Near North Montessori School. Not financial advice. Report a correction · Methodology