New View Alliance 403(b) match, vesting and fees
What New View Alliance'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 Retirement Services Company | Schedule C ↗ |
| Independent auditor | Bonadio & Co., 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| New View Alliance: employer contribution per participant | $1,030 | |
| Peer median | $1,468 |
| New View Alliance: average balance | $26,497 | |
| Peer median | $37,786 |
| New View Alliance: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $10.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 511 | $10.8M | $419K | $1,030 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does New View Alliance match 401(k) contributions?
The match terms for the New View Alliance Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $419K in employer contributions, about $1,030 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New View Alliance 401(k) match vested?
The vesting schedule for the New View Alliance Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New View Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln Retirement Services Company. The plan administrator is New View Alliance.
I left New View Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New View Alliance, (716) 783-3100) or the recordkeeper, Lincoln Retirement Services Company. The New View Alliance old 401(k) page lists the contacts from every plan filing. Find an old New View Alliance 401(k)
Data from the public Form 5500 annual reports New View Alliance filed with the U.S. Department of Labor (plan years 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 New View Alliance. Not financial advice. Report a correction · Methodology