Northside Charter High School retirement plan: assets, participants and fees
What Northside Charter High School's retirement plan 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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Northside Charter High School: employer contribution per participant | $6 | |
| Peer median | $1,684 |
| Northside Charter High School: average balance | $24,409 | |
| Peer median | $62,952 |
| Northside Charter High School: admin expenses ÷ assets | 0.03% | |
| 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 $2.7M at the end of plan year 2021 to $3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 159 | $3M | $713 | $6 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 151 | $2.8M | $26K | $239 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 144 | $3M | $123K | $1,147 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 134 | $2.7M | $64K | $576 | 0.03% | Not published | 5500-SF ↗ |
Common questions
Does Northside Charter High School match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Northside Charter High School have not been published from its filing yet. The plan year 2024 filing reports $713 in employer contributions, about $6 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northside Charter High School 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Northside Charter High School is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northside Charter High School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Northside Charter High School.
I left Northside Charter High School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northside Charter High School, (347) 390-1273) or the recordkeeper, Mutual of America Investment Corp. The Northside Charter High School old 401(k) page lists the contacts from every plan filing. Find an old Northside Charter High School 401(k)
Data from the public Form 5500 annual reports Northside Charter High 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 Northside Charter High School. Not financial advice. Report a correction · Methodology