Northwestern Counseling and Support Services 403(b) match, vesting and fees
What Northwestern Counseling and Support Services' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kittell, Branagan & Sargent (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Northwestern Counseling and Support Services: employer contribution per participant | $1,524 | |
| Peer median | $1,337 |
| Northwestern Counseling and Support Services: average balance | $53,394 | |
| Peer median | $35,764 |
| Northwestern Counseling and Support Services: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.32% |
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 $32.4M at the end of plan year 2023 to $36.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 715 | $36.9M | $1.1M | $1,524 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 681 | $32.4M | $971K | $1,476 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Northwestern Counseling and Support Services match 401(k) contributions?
The match terms for the Northwestern Counseling and Support Services Tax Deferred Annuity have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,524 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwestern Counseling and Support Services 401(k) match vested?
The vesting schedule for the Northwestern Counseling and Support Services Tax Deferred Annuity is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwestern Counseling and Support Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Northwestern Counseling and Support Services, Inc..
I left Northwestern Counseling and Support Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwestern Counseling and Support Services, Inc., (802) 524-6554) or the recordkeeper, Fidelity Investments Institutional. The Northwestern Counseling and Support Services old 401(k) page lists the contacts from every plan filing. Find an old Northwestern Counseling and Support Services 401(k)
Data from the public Form 5500 annual reports Northwestern Counseling and Support Services filed with the U.S. Department of Labor (plan years 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 Northwestern Counseling and Support Services. Not financial advice. Report a correction · Methodology