Partnership for Children of Essex 401(k) match, vesting and fees
What Partnership for Children of Essex'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cullari Carrico, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Partnership for Children of Essex: employer contribution per participant | $1,828 | |
| Peer median | $1,468 |
| Partnership for Children of Essex: average balance | $23,607 | |
| Peer median | $37,786 |
| Partnership for Children of Essex: admin expenses ÷ assets | 0.95% | |
| 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 $3.5M at the end of plan year 2021 to $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 260 | $5.7M | $444K | $1,828 | 0.95% | Not published | Form 5500 ↗ |
| 2023 | 254 | $4.7M | $386K | $1,584 | 0.87% | Not published | Form 5500 ↗ |
| 2022 | 225 | $4.1M | $295K | $1,327 | 1.05% | Not published | Form 5500 ↗ |
| 2021 | 237 | $3.5M | $375K | $1,681 | 1.06% | Not published | Form 5500 ↗ |
Common questions
Does Partnership for Children of Essex match 401(k) contributions?
The match terms for the Partnership for Children of Essex 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $444K in employer contributions, about $1,828 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Partnership for Children of Essex 401(k) match vested?
The vesting schedule for the Partnership for Children of Essex 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Partnership for Children of Essex 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Partnership for Children of Essex.
I left Partnership for Children of Essex. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Partnership for Children of Essex, (973) 323-3000) or the recordkeeper, Principal Life Insurance Company. The Partnership for Children of Essex old 401(k) page lists the contacts from every plan filing. Find an old Partnership for Children of Essex 401(k)
Data from the public Form 5500 annual reports Partnership for Children of Essex 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 Partnership for Children of Essex. Not financial advice. Report a correction · Methodology