Roosevelt University 403(b) match, vesting and fees
What Roosevelt University'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 | Crowe LLP (disclaimer 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 456 defined-contribution plans in educational services with 500 to 999 participants.
| Roosevelt University: employer contribution per participant | $125 | |
| Peer median | $1,855 |
| Roosevelt University: average balance | $125,033 | |
| Peer median | $100,069 |
| Roosevelt University: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.11% |
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 $111M at the end of plan year 2021 to $121M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,005 | $121M | $121K | $125 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,006 | $121M | $75K | $77 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 1,058 | $115M | $85K | $84 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 1,056 | $111M | $112K | $110 | 0.10% | Not published | Form 5500 ↗ |
Other Roosevelt University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators
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 | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Roosevelt University match 401(k) contributions?
The match terms for the Roosevelt University 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $121K in employer contributions, about $125 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Roosevelt University 401(k) match vested?
The vesting schedule for the Roosevelt University 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Roosevelt University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Roosevelt University.
I left Roosevelt University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Roosevelt University, (312) 341-3500) or the recordkeeper, TIAA. The Roosevelt University old 401(k) page lists the contacts from every plan filing. Find an old Roosevelt University 401(k)
Data from the public Form 5500 annual reports Roosevelt University 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 Roosevelt University. Not financial advice. Report a correction · Methodology