Three Rivers Planning and Development District 403(b) match, vesting and fees
What Three Rivers Planning and Development District'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 | Ingham & Company | Schedule C ↗ |
| Independent auditor | Franks, Franks, Wilemon & Hagood,pa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Three Rivers Planning and Development District: employer contribution per participant | $2,491 | |
| Peer median | $1,803 |
| Three Rivers Planning and Development District: average balance | $111,216 | |
| Peer median | $48,934 |
| Three Rivers Planning and Development District: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.31% |
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 $12.2M at the end of plan year 2021 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 122 | $13.1M | $294K | $2,491 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 127 | $11.7M | $288K | $2,320 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 125 | $10.2M | $287K | $2,318 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 131 | $12.2M | $281K | $2,160 | <0.01% | Not published | Form 5500 ↗ |
Other Three Rivers Planning and Development District plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Three Rivers Planning and Development District, Inc. Retirement Savings Plan
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 | Ingham & Company | Schedule C ↗ |
| Independent auditor | Franks, Franks, Wilemon & Hagood,pa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Three Rivers Planning and Development District match 401(k) contributions?
The match terms for the Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $294K in employer contributions, about $2,491 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Three Rivers Planning and Development District 401(k) match vested?
The vesting schedule for the Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Three Rivers Planning and Development District 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ingham & Company. The plan administrator is Three Rivers Planning and Development District, Inc.
I left Three Rivers Planning and Development District. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Three Rivers Planning and Development District, Inc, (662) 489-2415) or the recordkeeper, Ingham & Company. The Three Rivers Planning and Development District old 401(k) page lists the contacts from every plan filing. Find an old Three Rivers Planning and Development District 401(k)
Data from the public Form 5500 annual reports Three Rivers Planning and Development District 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 Three Rivers Planning and Development District. Not financial advice. Report a correction · Methodology