Ojai Valley School 403(b) match, vesting and fees
What Ojai Valley School'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 | TIAA | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Ojai Valley School: employer contribution per participant | $1,556 | |
| Peer median | $1,684 |
| Ojai Valley School: average balance | $46,079 | |
| Peer median | $62,952 |
| Ojai Valley School: admin expenses ÷ assets | 0.15% | |
| 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 $9.1M at the end of plan year 2021 to $10.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 228 | $10.4M | $352K | $1,556 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 217 | $10.9M | $357K | $1,662 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 206 | $9.2M | $349K | $1,717 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 205 | $9.1M | $377K | $1,856 | 0.03% | Not published | Form 5500 ↗ |
Other Ojai Valley School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ojai Valley School Employee Voluntary Retirement Plan
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 | TIAA | 2023 Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Ojai Valley School match 401(k) contributions?
The match terms for the Ojai Valley School, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $352K in employer contributions, about $1,556 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ojai Valley School 401(k) match vested?
The vesting schedule for the Ojai Valley School, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ojai Valley School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Ojai Valley School, Inc..
I left Ojai Valley School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ojai Valley School, Inc., (805) 640-2575) or the recordkeeper, TIAA. The Ojai Valley School old 401(k) page lists the contacts from every plan filing. Find an old Ojai Valley School 401(k)
Data from the public Form 5500 annual reports Ojai Valley 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 Ojai Valley School. Not financial advice. Report a correction · Methodology