Our Lady of the Lake University of San Antonio 403(b) match, vesting and fees
What Our Lady of the Lake University of San Antonio'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 456 defined-contribution plans in educational services with 500 to 999 participants.
| Our Lady of the Lake University of San Antonio: employer contribution per participant | $977 | |
| Peer median | $1,855 |
| Our Lady of the Lake University of San Antonio: average balance | $66,878 | |
| Peer median | $100,069 |
| Our Lady of the Lake University of San Antonio: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.11% |
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 $63.4M at the end of plan year 2021 to $58.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,144 | $58.5M | $854K | $977 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 1,227 | $57.5M | $1.5M | $1,716 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 1,186 | $52.3M | $1.6M | $1,780 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 1,198 | $63.4M | $1.6M | $1,777 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Our Lady of the Lake University of San Antonio match 401(k) contributions?
The match terms for the Our Lady of the Lake University Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $854K in employer contributions, about $977 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Our Lady of the Lake University of San Antonio 401(k) match vested?
The vesting schedule for the Our Lady of the Lake University Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Our Lady of the Lake University of San Antonio 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Our Lady of the Lake University of San Antonio.
I left Our Lady of the Lake University of San Antonio. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Our Lady of the Lake University of San Antonio, (210) 434-6711) or the recordkeeper, Transamerica Retirement Solutions. The Our Lady of the Lake University of San Antonio old 401(k) page lists the contacts from every plan filing. Find an old Our Lady of the Lake University of San Antonio 401(k)
Data from the public Form 5500 annual reports Our Lady of the Lake University of San Antonio 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 Our Lady of the Lake University of San Antonio. Not financial advice. Report a correction · Methodology