St. Paul's Day School of Oakland 403(b) match, vesting and fees
What St. Paul's Day School of Oakland'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 Ins & Annuity Assoc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (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. Paul's Day School of Oakland: employer contribution per participant | $1,400 | |
| Peer median | $1,684 |
| St. Paul's Day School of Oakland: average balance | $77,671 | |
| Peer median | $62,952 |
| St. Paul's Day School of Oakland: admin expenses ÷ assets | 0.17% | |
| 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 $11.6M at the end of plan year 2021 to $13.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 180 | $13.9M | $251K | $1,400 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 181 | $12.2M | $229K | $1,280 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 172 | $10.1M | $163K | $947 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 177 | $11.6M | $116K | $655 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does St. Paul's Day School of Oakland match 401(k) contributions?
The match terms for the St. Paul'S Episcopal School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $251K in employer contributions, about $1,400 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the St. Paul's Day School of Oakland 401(k) match vested?
The vesting schedule for the St. Paul'S Episcopal School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the St. Paul's Day School of Oakland 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa-Teachers Ins & Annuity Assoc. The plan administrator is St. Paul'S Day School of Oakland.
I left St. Paul's Day School of Oakland. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (St. Paul'S Day School of Oakland, (510) 285-9600) or the recordkeeper, Tiaa-Teachers Ins & Annuity Assoc. The St. Paul's Day School of Oakland old 401(k) page lists the contacts from every plan filing. Find an old St. Paul's Day School of Oakland 401(k)
Data from the public Form 5500 annual reports St. Paul's Day School of Oakland 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. Paul's Day School of Oakland. Not financial advice. Report a correction · Methodology