Portledge School 403(b) match, vesting and fees
What Portledge 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 | Pkf O'Connor Davies, 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Portledge School: employer contribution per participant | $1,838 | |
| Peer median | $1,684 |
| Portledge School: average balance | $126,713 | |
| Peer median | $62,952 |
| Portledge School: admin expenses ÷ assets | 0.05% | |
| 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 $24.1M at the end of plan year 2021 to $38.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 313 | $38.1M | $553K | $1,838 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 296 | $24.7M | $526K | $1,806 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 301 | $21.5M | $519K | $1,770 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 296 | $24.1M | $502K | $1,744 | 0.03% | Not published | Form 5500 ↗ |
Other Portledge School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Portledge School Tda Plan Sra/Gsra
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 ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | 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 Portledge School match 401(k) contributions?
The match terms for the Portledge School Retirement Plan Ra have not been published from its filing yet. The plan year 2024 filing reports $553K in employer contributions, about $1,838 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Portledge School 401(k) match vested?
The vesting schedule for the Portledge School Retirement Plan Ra is not in the data published so far. Your Summary Plan Description states it.
Who manages the Portledge School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Portledge School.
I left Portledge School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Portledge School, (516) 750-3221) or the recordkeeper, TIAA. The Portledge School old 401(k) page lists the contacts from every plan filing. Find an old Portledge School 401(k)
Data from the public Form 5500 annual reports Portledge 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 Portledge School. Not financial advice. Report a correction · Methodology