Occupational Training Center of Burlington County 403(b) match, vesting and fees
What Occupational Training Center of Burlington County'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.
| Independent auditor | Mercadien PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Occupational Training Center of Burlington County: employer contribution per participant | — | |
| Peer median | $1,468 |
| Occupational Training Center of Burlington County: average balance | $44,336 | |
| Peer median | $37,786 |
| Occupational Training Center of Burlington County: admin expenses ÷ assets | 0.60% | |
| 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 went from $6.7M at the end of plan year 2021 to $6.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 753 | $6.5M | — | — | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 738 | $5.7M | — | — | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 674 | $4.8M | — | — | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 143 | $6.7M | — | — | 0.76% | Not published | Form 5500 ↗ |
Other Occupational Training Center of Burlington County plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc.
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 | Epic Retirement Plan Servcies | Schedule C ↗ |
| Independent auditor | Mercadien PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Occupational Training Center of Burlington County match 401(k) contributions?
The match terms for the Occupational Training Center of Burlington County, Inc. 403(b) Plan have not been published from its filing yet.
When is the Occupational Training Center of Burlington County 401(k) match vested?
The vesting schedule for the Occupational Training Center of Burlington County, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Occupational Training Center of Burlington County 401(k)?
The filing names Occupational Training Center of Burlington County, Inc. as plan administrator; it does not list a recordkeeper.
I left Occupational Training Center of Burlington County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Occupational Training Center of Burlington County, Inc., (609) 267-6677). The Occupational Training Center of Burlington County old 401(k) page lists the contacts from every plan filing. Find an old Occupational Training Center of Burlington County 401(k)
Data from the public Form 5500 annual reports Occupational Training Center of Burlington County 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 Occupational Training Center of Burlington County. Not financial advice. Report a correction · Methodology