Seven Hills Foundation 403(b) match, vesting and fees
What Seven Hills Foundation'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Bollus Lynch (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 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Seven Hills Foundation: employer contribution per participant | $1,092 | |
| Peer median | $1,431 |
| Seven Hills Foundation: average balance | $38,830 | |
| Peer median | $42,646 |
| Seven Hills Foundation: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.23% |
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 $41.8M at the end of plan year 2021 to $57.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,492 | $57.9M | $1.6M | $1,092 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 1,544 | $50.7M | $1.5M | $982 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 1,471 | $41M | $1.3M | $875 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 1,508 | $41.8M | $1.3M | $845 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Seven Hills Foundation match 401(k) contributions?
The match terms for the Seven Hills Foundation Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,092 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Seven Hills Foundation 401(k) match vested?
The vesting schedule for the Seven Hills Foundation Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Seven Hills Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Seven Hills Foundation, Inc..
I left Seven Hills Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Seven Hills Foundation, Inc., (508) 983-2901) or the recordkeeper, Transamerica Retirement Solutions. The Seven Hills Foundation old 401(k) page lists the contacts from every plan filing. Find an old Seven Hills Foundation 401(k)
Data from the public Form 5500 annual reports Seven Hills Foundation 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 Seven Hills Foundation. Not financial advice. Report a correction · Methodology