TPR Education 401(k) match, vesting and fees
What TPR Education'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 | Usi Consulting Group | 2023 Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| TPR Education: employer contribution per participant | $1,609 | |
| Peer median | $1,855 |
| TPR Education: average balance | $56,927 | |
| Peer median | $100,069 |
| TPR Education: admin expenses ÷ assets | 0.39% | |
| 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 $23.6M at the end of plan year 2021 to $35M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 755 | $35M | $990K | $1,609 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 585 | $28.8M | $911K | $1,558 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 608 | $21.8M | $811K | $1,438 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 585 | $23.6M | $705K | $1,303 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does TPR Education match 401(k) contributions?
The match terms for the Tpr Education, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $990K in employer contributions, about $1,609 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the TPR Education 401(k) match vested?
The vesting schedule for the Tpr Education, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the TPR Education 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Usi Consulting Group. The plan administrator is Tpr Education, LLC.
I left TPR Education. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tpr Education, LLC, (508) 663-5055) or the recordkeeper, Usi Consulting Group. The TPR Education old 401(k) page lists the contacts from every plan filing. Find an old TPR Education 401(k)
Data from the public Form 5500 annual reports TPR Education 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 TPR Education. Not financial advice. Report a correction · Methodology