Governing Committee of the Section 403(b) Defined Contribution 403(b) match, vesting and fees
What Governing Committee of the Section 403(b) Defined Contribution'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 | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified 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 54 defined-contribution plans in educational services with 10,000 to 49,999 participants.
| Governing Committee of the Section 403(b) Defined Contribution: employer contribution per participant | $1,696 | |
| Peer median | $3,952 |
| Governing Committee of the Section 403(b) Defined Contribution: average balance | $109,611 | |
| Peer median | $137,350 |
| Governing Committee of the Section 403(b) Defined Contribution: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.02% |
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 $1.1B at the end of plan year 2023 to $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,255 | $1.3B | $19.9M | $1,696 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 11,629 | $1.1B | $17.7M | $1,588 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Governing Committee of the Section 403(b) Defined Contribution match 401(k) contributions?
The match terms for the Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia have not been published from its filing yet. The plan year 2024 filing reports $19.9M in employer contributions, about $1,696 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Governing Committee of the Section 403(b) Defined Contribution 401(k) match vested?
The vesting schedule for the Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia is not in the data published so far. Your Summary Plan Description states it.
Who manages the Governing Committee of the Section 403(b) Defined Contribution 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Pentegra Services, Inc..
I left Governing Committee of the Section 403(b) Defined Contribution. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc., (844) 367-2848) or the recordkeeper, Fidelity Investments. The Governing Committee of the Section 403(b) Defined Contribution old 401(k) page lists the contacts from every plan filing. Find an old Governing Committee of the Section 403(b) Defined Contribution 401(k)
Data from the public Form 5500 annual reports Governing Committee of the Section 403(b) Defined Contribution filed with the U.S. Department of Labor (plan years 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 Governing Committee of the Section 403(b) Defined Contribution. Not financial advice. Report a correction · Methodology