St. Mark's School of Southborough 403(b) match, vesting and fees
What St. Mark's School of Southborough'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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Plante & Moran, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| St. Mark's School of Southborough: employer contribution per participant | $3,533 | |
| Peer median | $1,684 |
| St. Mark's School of Southborough: average balance | $135,337 | |
| Peer median | $62,952 |
| St. Mark's School of Southborough: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.17% |
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 $41.4M at the end of plan year 2021 to $55.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 516 | $55.1M | $1.4M | $3,533 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 418 | $51.7M | $1.3M | $3,278 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 409 | $44.6M | $1.2M | $2,928 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 407 | $41.4M | $1.1M | $2,840 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does St. Mark's School of Southborough match 401(k) contributions?
The match terms for the St. Mark'S School Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $3,533 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the St. Mark's School of Southborough 401(k) match vested?
The vesting schedule for the St. Mark'S School Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the St. Mark's School of Southborough 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group. The plan administrator is St. Mark'S School of Southborough, Inc..
I left St. Mark's School of Southborough. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (St. Mark'S School of Southborough, Inc., (508) 786-6000) or the recordkeeper, Usi Consulting Group. The St. Mark's School of Southborough old 401(k) page lists the contacts from every plan filing. Find an old St. Mark's School of Southborough 401(k)
Data from the public Form 5500 annual reports St. Mark's School of Southborough 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 St. Mark's School of Southborough. Not financial advice. Report a correction · Methodology