Sholom Community Alliance 403(b) match, vesting and fees
What Sholom Community Alliance'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 | Metlife Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2022 medians for 7,646 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Sholom Community Alliance: employer contribution per participant | $708 | |
| Peer median | $1,330 |
| Sholom Community Alliance: average balance | $29,734 | |
| Peer median | $30,874 |
| Sholom Community Alliance: admin expenses ÷ assets | 0.50% | |
| Peer median | 0.35% |
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 $13M at the end of plan year 2021 to $11.5M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 728 | $11.5M | $274K | $708 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 724 | $13M | $262K | $656 | 0.60% | Not published | Form 5500 ↗ |
Other Sholom Community Alliance plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sholom Community Alliance 403b 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Sholom Community Alliance Variable Tax Deferred Annuity 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Sholom Community Alliance match 401(k) contributions?
The match terms for the The Sholom Community Alliance Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2022 filing reports $274K in employer contributions, about $708 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sholom Community Alliance 401(k) match vested?
The vesting schedule for the The Sholom Community Alliance Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sholom Community Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is Metlife Life Insurance Company. The plan administrator is Sholom Community Alliance, Inc..
I left Sholom Community Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sholom Community Alliance, Inc., (651) 328-2043) or the recordkeeper, Metlife Life Insurance Company. The Sholom Community Alliance old 401(k) page lists the contacts from every plan filing. Find an old Sholom Community Alliance 401(k)
Data from the public Form 5500 annual reports Sholom Community Alliance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Sholom Community Alliance. Not financial advice. Report a correction · Methodology