Overbrook Friedlander Programs 403(b) match, vesting and fees
What Overbrook Friedlander Programs' 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 | Nationwide Financial | Schedule C ↗ |
| Independent auditor | Tait, Weller & Baker LLP (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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Overbrook Friedlander Programs: employer contribution per participant | $1,563 | |
| Peer median | $1,803 |
| Overbrook Friedlander Programs: average balance | $27,065 | |
| Peer median | $48,934 |
| Overbrook Friedlander Programs: admin expenses ÷ assets | 1.48% | |
| Peer median | 0.31% |
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 $2.7M at the end of plan year 2021 to $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 126 | $3.4M | $197K | $1,563 | 1.48% | Not published | Form 5500 ↗ |
| 2023 | 131 | $3.1M | $202K | $1,564 | 1.74% | Not published | Form 5500 ↗ |
| 2022 | 138 | $2.4M | $189K | $1,410 | 1.70% | Not published | Form 5500 ↗ |
| 2021 | 144 | $2.7M | $189K | $1,325 | 1.84% | Not published | Form 5500 ↗ |
Common questions
Does Overbrook Friedlander Programs match 401(k) contributions?
The match terms for the Overbrook Friedlander Programs 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $197K in employer contributions, about $1,563 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Overbrook Friedlander Programs 401(k) match vested?
The vesting schedule for the Overbrook Friedlander Programs 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Overbrook Friedlander Programs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide Financial. The plan administrator is Overbrook Friedlander Programs.
I left Overbrook Friedlander Programs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Overbrook Friedlander Programs, (215) 877-0073) or the recordkeeper, Nationwide Financial. The Overbrook Friedlander Programs old 401(k) page lists the contacts from every plan filing. Find an old Overbrook Friedlander Programs 401(k)
Data from the public Form 5500 annual reports Overbrook Friedlander Programs 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 Overbrook Friedlander Programs. Not financial advice. Report a correction · Methodology