Preservation Society of Newport County 403(b) match, vesting and fees
What Preservation Society of Newport County'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 | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Preservation Society of Newport County: employer contribution per participant | $1,281 | |
| Peer median | $1,598 |
| Preservation Society of Newport County: average balance | $41,022 | |
| Peer median | $50,224 |
| Preservation Society of Newport County: admin expenses ÷ assets | 0.84% | |
| Peer median | 0.40% |
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 $15.2M at the end of plan year 2021 to $17.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 481 | $17.5M | $547K | $1,281 | 0.84% | Not published | Form 5500 ↗ |
| 2024 | 456 | $15.1M | $483K | $1,210 | 0.82% | Not published | Form 5500 ↗ |
| 2023 | 433 | $13.3M | $409K | $1,077 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 444 | $13M | $360K | $858 | 0.82% | Not published | Form 5500 ↗ |
| 2021 | 409 | $15.2M | $295K | $739 | 0.85% | Not published | Form 5500 ↗ |
Common questions
Does Preservation Society of Newport County match 401(k) contributions?
The match terms for the The Preservation Society of Newport County Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $547K in employer contributions, about $1,281 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Preservation Society of Newport County 401(k) match vested?
The vesting schedule for the The Preservation Society of Newport County Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Preservation Society of Newport County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Ins Co of America. The plan administrator is The Preservation Society of Newport County.
I left Preservation Society of Newport County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Preservation Society of Newport County, (401) 847-1000) or the recordkeeper, Empower Annuity Ins Co of America. The Preservation Society of Newport County old 401(k) page lists the contacts from every plan filing. Find an old Preservation Society of Newport County 401(k)
Data from the public Form 5500 annual reports Preservation Society of Newport County filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Preservation Society of Newport County. Not financial advice. Report a correction · Methodology