Phipps Conservatory and Botanical Gardens 401(k) match, vesting and fees
What Phipps Conservatory and Botanical Gardens' 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 | Wellington Retirement Solutions Inc | Schedule C ↗ |
| Independent auditor | Frazier & Deeter, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Phipps Conservatory and Botanical Gardens: employer contribution per participant | $3,041 | |
| Peer median | $1,540 |
| Phipps Conservatory and Botanical Gardens: average balance | $57,602 | |
| Peer median | $48,682 |
| Phipps Conservatory and Botanical Gardens: admin expenses ÷ assets | 0.78% | |
| Peer median | 0.36% |
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 $6.3M at the end of plan year 2021 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 129 | $7.3M | $383K | $3,041 | 0.78% | Not published | Form 5500 ↗ |
| 2023 | 125 | $5.9M | $291K | $2,364 | 0.85% | Not published | 5500-SF ↗ |
| 2022 | 106 | $5.5M | $250K | $2,382 | 0.76% | Not published | 5500-SF ↗ |
| 2021 | 102 | $6.3M | $258K | $2,533 | 0.82% | Not published | 5500-SF ↗ |
Common questions
Does Phipps Conservatory and Botanical Gardens match 401(k) contributions?
The match terms for the Phipps Conservatory and Botanical Gardens Inc Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $383K in employer contributions, about $3,041 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phipps Conservatory and Botanical Gardens 401(k) match vested?
The vesting schedule for the Phipps Conservatory and Botanical Gardens Inc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phipps Conservatory and Botanical Gardens 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wellington Retirement Solutions Inc. The plan administrator is Phipps Conservatory and Botanical Gardens, Inc..
I left Phipps Conservatory and Botanical Gardens. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phipps Conservatory and Botanical Gardens, Inc., (412) 622-6915) or the recordkeeper, Wellington Retirement Solutions Inc. The Phipps Conservatory and Botanical Gardens old 401(k) page lists the contacts from every plan filing. Find an old Phipps Conservatory and Botanical Gardens 401(k)
Data from the public Form 5500 annual reports Phipps Conservatory and Botanical Gardens 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 Phipps Conservatory and Botanical Gardens. Not financial advice. Report a correction · Methodology