School for Adaptive and Integr 401(k) match, vesting and fees
What School for Adaptive and Integr's 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 | Paychex, Inc. | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| School for Adaptive and Integr: employer contribution per participant | $479 | |
| Peer median | $2,521 |
| School for Adaptive and Integr: average balance | $6,379 | |
| Peer median | $75,833 |
| School for Adaptive and Integr: admin expenses ÷ assets | 1.02% | |
| Peer median | 0.27% |
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 $1.7M at the end of plan year 2023 to $2.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 352 | $2.1M | $161K | $479 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 315 | $1.7M | $164K | $608 | 0.43% | Not published | 5500-SF ↗ |
Other School for Adaptive and Integr plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401(k) Profit Sharing Plan for Employees of School for Adaptive and Integrative Learning (Sail) at Ferncliff Manor, Inc.
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 | Mutual of America Investment Corp | Schedule C ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does School for Adaptive and Integr match 401(k) contributions?
The match terms for the School for Adaptive and Integr 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $161K in employer contributions, about $479 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the School for Adaptive and Integr 401(k) match vested?
The vesting schedule for the School for Adaptive and Integr 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the School for Adaptive and Integr 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left School for Adaptive and Integr. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The School for Adaptive and Integr old 401(k) page lists the contacts from every plan filing. Find an old School for Adaptive and Integr 401(k)
Data from the public Form 5500 annual reports School for Adaptive and Integr 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 School for Adaptive and Integr. Not financial advice. Report a correction · Methodology