Taft School 403(b) match, vesting and fees
What Taft School'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 Annui | 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 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Taft School: employer contribution per participant | $2,706 | |
| Peer median | $1,855 |
| Taft School: average balance | $198,531 | |
| Peer median | $100,069 |
| Taft School: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.11% |
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 $120M at the end of plan year 2021 to $121M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 638 | $121M | $1.6M | $2,706 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 665 | $118M | $1.6M | $2,704 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 639 | $106M | $1.5M | $2,561 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 610 | $120M | $1.5M | $2,591 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Taft School match 401(k) contributions?
The match terms for the The Taft School 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $2,706 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Taft School 401(k) match vested?
The vesting schedule for the The Taft School 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Taft School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA - Teachers Insurance and Annui. The plan administrator is The Taft School.
I left Taft School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Taft School, (860) 945-7769) or the recordkeeper, TIAA - Teachers Insurance and Annui. The Taft School old 401(k) page lists the contacts from every plan filing. Find an old Taft School 401(k)
Data from the public Form 5500 annual reports Taft School 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 Taft School. Not financial advice. Report a correction · Methodology