Ross School 403(b) match, vesting and fees
What Ross 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 - Teachers Insurance and Annui | Schedule C ↗ |
| Independent auditor | Capin Crouse LLC (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.
| Ross School: employer contribution per participant | $390 | |
| Peer median | $1,684 |
| Ross School: average balance | $64,105 | |
| Peer median | $62,952 |
| Ross School: admin expenses ÷ assets | 0.11% | |
| 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 $18M at the end of plan year 2021 to $18.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 293 | $18.5M | $112K | $390 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 293 | $16.9M | $55K | $188 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 251 | $15.3M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 260 | $18M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other Ross School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Ross School Tax Deferred Annuity 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 - Teachers Insurance and Annui | Schedule C ↗ |
| Independent auditor | Capin Crouse LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Ross School match 401(k) contributions?
The match terms for the The Ross School Defined Contribution Retireme have not been published from its filing yet. The plan year 2024 filing reports $112K in employer contributions, about $390 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ross School 401(k) match vested?
The vesting schedule for the The Ross School Defined Contribution Retireme is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ross School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA - Teachers Insurance and Annui. The plan administrator is The Ross School.
I left Ross School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Ross School, (631) 907-5102) or the recordkeeper, TIAA - Teachers Insurance and Annui. The Ross School old 401(k) page lists the contacts from every plan filing. Find an old Ross School 401(k)
Data from the public Form 5500 annual reports Ross 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 Ross School. Not financial advice. Report a correction · Methodology