Senior Services of Se Virginia 403(b) match, vesting and fees
What Senior Services of Se Virginia'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 | 2023 Schedule C ↗ |
| Independent auditor | Pbmares, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Senior Services of Se Virginia: employer contribution per participant | $1,593 | |
| Peer median | $1,803 |
| Senior Services of Se Virginia: average balance | $19,090 | |
| Peer median | $48,934 |
| Senior Services of Se Virginia: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.31% |
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 2021 to $2.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 122 | $2.3M | $193K | $1,593 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 124 | $2.3M | $229K | $1,850 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 124 | $2M | $203K | $1,666 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 121 | $1.7M | $194K | $1,627 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Senior Services of Se Virginia match 401(k) contributions?
The match terms for the Senior Services of SE Virginia 403(b) Defined Contribution Plan have not been published from its filing yet. The plan year 2024 filing reports $193K in employer contributions, about $1,593 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Senior Services of Se Virginia 401(k) match vested?
The vesting schedule for the Senior Services of SE Virginia 403(b) Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Senior Services of Se Virginia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is TIAA. The plan administrator is Pentegra Services, Inc..
I left Senior Services of Se Virginia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc., (844) 367-2848) or the recordkeeper, TIAA. The Senior Services of Se Virginia old 401(k) page lists the contacts from every plan filing. Find an old Senior Services of Se Virginia 401(k)
Data from the public Form 5500 annual reports Senior Services of Se Virginia 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 Senior Services of Se Virginia. Not financial advice. Report a correction · Methodology