Nelda C. and H J Lutcher Stark Foundation 403(b) match, vesting and fees
What Nelda C. and H J Lutcher Stark Foundation'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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $4.7M at the end of plan year 2021 to $5.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 114 | $5.1M | — | — | 0.51% | Not published | 5500-SF ↗ |
| 2023 | 111 | $4.5M | — | — | 0.48% | Not published | 5500-SF ↗ |
| 2022 | 111 | $3.6M | $27K | $299 | 0.39% | Not published | 5500-SF ↗ |
| 2021 | 92 | $4.7M | $0 | $0 | 0.41% | Not published | 5500-SF ↗ |
Other Nelda C. and H J Lutcher Stark Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Nelda C. and H.J. Lutcher Stark Fndtn 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Blazek & Vetterling (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Nelda C. and H J Lutcher Stark Foundation match 401(k) contributions?
The match terms for the Stark Foundation 403(b) Tda Plan have not been published from its filing yet.
When is the Nelda C. and H J Lutcher Stark Foundation 401(k) match vested?
The vesting schedule for the Stark Foundation 403(b) Tda Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Nelda C. and H J Lutcher Stark Foundation 401(k)?
The filing names Nelda C. and H.J. Lutcher Stark Foundation as plan administrator; it does not list a recordkeeper.
I left Nelda C. and H J Lutcher Stark Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nelda C. and H.J. Lutcher Stark Foundation, (409) 883-3513). The Nelda C. and H J Lutcher Stark Foundation old 401(k) page lists the contacts from every plan filing. Find an old Nelda C. and H J Lutcher Stark Foundation 401(k)
Data from the public Form 5500 annual reports Nelda C. and H J Lutcher Stark Foundation 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 Nelda C. and H J Lutcher Stark Foundation. Not financial advice. Report a correction · Methodology