Thomas Jefferson Foundation 401(k) match, vesting and fees
What Thomas Jefferson Foundation's 401(k) 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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Thomas Jefferson Foundation: employer contribution per participant | $1,535 | |
| Peer median | $1,540 |
| Thomas Jefferson Foundation: average balance | $67,560 | |
| Peer median | $48,682 |
| Thomas Jefferson Foundation: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.36% |
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 $27.7M at the end of plan year 2021 to $29.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 484 | $29.2M | $663K | $1,535 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 492 | $25.4M | $603K | $1,374 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 458 | $23.2M | $587K | $1,614 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 360 | $27.7M | $604K | $1,863 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Thomas Jefferson Foundation match 401(k) contributions?
The match terms for the Thomas Jefferson Foundation, Inc 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $663K in employer contributions, about $1,535 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Thomas Jefferson Foundation 401(k) match vested?
The vesting schedule for the Thomas Jefferson Foundation, Inc 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Thomas Jefferson Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is Thomas Jefferson Foundation, Inc.
I left Thomas Jefferson Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Thomas Jefferson Foundation, Inc, (434) 984-9897) or the recordkeeper, T. Rowe Price Rps, Inc.. The Thomas Jefferson Foundation old 401(k) page lists the contacts from every plan filing. Find an old Thomas Jefferson Foundation 401(k)
Data from the public Form 5500 annual reports Thomas Jefferson Foundation 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 Thomas Jefferson Foundation. Not financial advice. Report a correction · Methodology