Saint Michaels College Services 401(k) match, vesting and fees
What Saint Michaels College Services' 401(k) 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Saint Michaels College Services: employer contribution per participant | $1,003 | |
| Peer median | $1,855 |
| Saint Michaels College Services: average balance | $160,926 | |
| Peer median | $100,069 |
| Saint Michaels College Services: admin expenses ÷ assets | 0.16% | |
| 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 $98.9M at the end of plan year 2021 to $97.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,120 | $97.2M | $606K | $1,003 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 1,150 | $90.1M | $603K | $952 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 1,125 | $80.3M | $576K | $946 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 1,133 | $98.9M | $584K | $974 | 0.08% | Not published | Form 5500 ↗ |
Other Saint Michaels College Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Saint Michael'S College 403(b) Transfer Plan of Saint Michael'S College
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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Saint Michaels College Services match 401(k) contributions?
The match terms for the Retirement Plan for Employees of Saint Michael'S College have not been published from its filing yet. The plan year 2024 filing reports $606K in employer contributions, about $1,003 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Saint Michaels College Services 401(k) match vested?
The vesting schedule for the Retirement Plan for Employees of Saint Michael'S College is not in the data published so far. Your Summary Plan Description states it.
Who manages the Saint Michaels College Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Saint Michaels College Services, LLC.
I left Saint Michaels College Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Saint Michaels College Services, LLC, (802) 654-2534) or the recordkeeper, Milliman, Inc.. The Saint Michaels College Services old 401(k) page lists the contacts from every plan filing. Find an old Saint Michaels College Services 401(k)
Data from the public Form 5500 annual reports Saint Michaels College Services 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 Saint Michaels College Services. Not financial advice. Report a correction · Methodology