President and Trustees of Bates College 403(b) match, vesting and fees
What President and Trustees of Bates College'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 | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| President and Trustees of Bates College: employer contribution per participant | $2,509 | |
| Peer median | $2,130 |
| President and Trustees of Bates College: average balance | $85,537 | |
| Peer median | $126,258 |
| President and Trustees of Bates College: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.07% |
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 $156M at the end of plan year 2023 to $173M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,028 | $173M | $5.1M | $2,509 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,972 | $156M | $4.8M | $2,448 | 0.06% | Not published | Form 5500 ↗ |
Other President and Trustees of Bates College plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bates College 403(b) Retirement Plan
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 | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does President and Trustees of Bates College match 401(k) contributions?
The match terms for the Bates College Money Purchase Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $2,509 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the President and Trustees of Bates College 401(k) match vested?
The vesting schedule for the Bates College Money Purchase Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the President and Trustees of Bates College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is President and Trustees of Bates College.
I left President and Trustees of Bates College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (President and Trustees of Bates College, (207) 786-6440) or the recordkeeper, TIAA. The President and Trustees of Bates College old 401(k) page lists the contacts from every plan filing. Find an old President and Trustees of Bates College 401(k)
Data from the public Form 5500 annual reports President and Trustees of Bates College filed with the U.S. Department of Labor (plan years 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 President and Trustees of Bates College. Not financial advice. Report a correction · Methodology