Northwestern University Settlement Association 401(k) match, vesting and fees
What Northwestern University Settlement Association's 401(k) 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 | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Northwestern University Settlement Association: employer contribution per participant | $699 | |
| Peer median | $1,684 |
| Northwestern University Settlement Association: average balance | $24,327 | |
| Peer median | $62,952 |
| Northwestern University Settlement Association: admin expenses ÷ assets | 0.04% | |
| 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 $6.8M at the end of plan year 2021 to $6.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 293 | $6.2M | $177K | $699 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 300 | $6.7M | $208K | $911 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 340 | $6.1M | $191K | $713 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 226 | $6.8M | $90K | $401 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Northwestern University Settlement Association match 401(k) contributions?
The match terms for the 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association have not been published from its filing yet. The plan year 2024 filing reports $177K in employer contributions, about $699 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwestern University Settlement Association 401(k) match vested?
The vesting schedule for the 401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwestern University Settlement Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Northwestern University Settlement Association.
I left Northwestern University Settlement Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwestern University Settlement Association, (773) 278-7471) or the recordkeeper, Mutual of America Investment Corp. The Northwestern University Settlement Association old 401(k) page lists the contacts from every plan filing. Find an old Northwestern University Settlement Association 401(k)
Data from the public Form 5500 annual reports Northwestern University Settlement Association 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 Northwestern University Settlement Association. Not financial advice. Report a correction · Methodology