Sewickley Academy 403(b) match, vesting and fees
What Sewickley Academy'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 | Schedule C ↗ |
| Independent auditor | Grossman Yanak & Ford (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 2,144 defined-contribution plans in educational services with 100 to 499 participants.
| Sewickley Academy: employer contribution per participant | $1,629 | |
| Peer median | $1,609 |
| Sewickley Academy: average balance | $85,487 | |
| Peer median | $58,362 |
| Sewickley Academy: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.16% |
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 $33.1M at the end of plan year 2021 to $30.3M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 356 | $30.3M | $578K | $1,629 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 354 | $28.3M | $609K | $1,735 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 340 | $33.1M | $602K | $1,785 | 0.07% | Not published | Form 5500 ↗ |
Other Sewickley Academy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sewickley Academy Tda 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 | Schedule C ↗ |
| Independent auditor | Grossman Yanak & Ford LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Sewickley Academy match 401(k) contributions?
The match terms for the Sewickley Academy Dc Plan have not been published from its filing yet. The plan year 2023 filing reports $578K in employer contributions, about $1,629 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sewickley Academy 401(k) match vested?
The vesting schedule for the Sewickley Academy Dc Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sewickley Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is TIAA. The plan administrator is Sewickley Academy.
I left Sewickley Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sewickley Academy, (412) 741-2230) or the recordkeeper, TIAA. The Sewickley Academy old 401(k) page lists the contacts from every plan filing. Find an old Sewickley Academy 401(k)
Data from the public Form 5500 annual reports Sewickley Academy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023) 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 Sewickley Academy. Not financial advice. Report a correction · Methodology