Sponsors for Educational Opportunity 403(b) match, vesting and fees
What Sponsors for Educational Opportunity'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-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Sponsors for Educational Opportunity: employer contribution per participant | $2,320 | |
| Peer median | $1,803 |
| Sponsors for Educational Opportunity: average balance | $50,326 | |
| Peer median | $48,934 |
| Sponsors for Educational Opportunity: admin expenses ÷ assets | 0.11% | |
| 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 $13.6M at the end of plan year 2021 to $19.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 391 | $19.6M | $902K | $2,320 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 407 | $15.7M | $781K | $1,929 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 359 | $12.9M | $595K | $1,667 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 309 | $13.6M | $564K | $1,868 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Sponsors for Educational Opportunity match 401(k) contributions?
The match terms for the Sponsors for Educational Opportunity 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $902K in employer contributions, about $2,320 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sponsors for Educational Opportunity 401(k) match vested?
The vesting schedule for the Sponsors for Educational Opportunity 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sponsors for Educational Opportunity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa-Teachers Insurance and Annuity. The plan administrator is Sponsors for Educational Opportunity.
I left Sponsors for Educational Opportunity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sponsors for Educational Opportunity, (646) 435-9580) or the recordkeeper, Tiaa-Teachers Insurance and Annuity. The Sponsors for Educational Opportunity old 401(k) page lists the contacts from every plan filing. Find an old Sponsors for Educational Opportunity 401(k)
Data from the public Form 5500 annual reports Sponsors for Educational Opportunity 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 Sponsors for Educational Opportunity. Not financial advice. Report a correction · Methodology