Resources for the Future 403(b) match, vesting and fees
What Resources for the Future'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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Resources for the Future: employer contribution per participant | — | |
| Peer median | $1,684 |
| Resources for the Future: average balance | $173,122 | |
| Peer median | $62,952 |
| Resources for the Future: admin expenses ÷ assets | 0.15% | |
| 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 $16.4M at the end of plan year 2021 to $21.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 135 | $21.6M | — | — | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 170 | $19.5M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 177 | $17.6M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 188 | $16.4M | — | — | 0.03% | Not published | Form 5500 ↗ |
Other Resources for the Future plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Resources for the Future, Inc. 401(a) 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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Resources for the Future match 401(k) contributions?
The match terms for the Resources for the Future, Inc. 403(b) Retirement Plan have not been published from its filing yet.
When is the Resources for the Future 401(k) match vested?
The vesting schedule for the Resources for the Future, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Resources for the Future 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group. The plan administrator is Resources for the Future, Inc..
I left Resources for the Future. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Resources for the Future, Inc., (202) 328-5000) or the recordkeeper, Usi Consulting Group. The Resources for the Future old 401(k) page lists the contacts from every plan filing. Find an old Resources for the Future 401(k)
Data from the public Form 5500 annual reports Resources for the Future 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 Resources for the Future. Not financial advice. Report a correction · Methodology