Trustees of Grinnell College 403(b) match, vesting and fees
What Trustees of Grinnell College'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 Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Trustees of Grinnell College: employer contribution per participant | $3,348 | |
| Peer median | $2,130 |
| Trustees of Grinnell College: average balance | $184,438 | |
| Peer median | $126,258 |
| Trustees of Grinnell College: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.07% |
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 $353M at the end of plan year 2023 to $374M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,034 | $374M | $6.8M | $3,348 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 2,005 | $353M | $6.4M | $3,193 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Grinnell College match 401(k) contributions?
The match terms for the Grinnell College Employees Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $6.8M in employer contributions, about $3,348 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Grinnell College 401(k) match vested?
The vesting schedule for the Grinnell College Employees Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Grinnell College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Trustees of Grinnell College.
I left Trustees of Grinnell College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Grinnell College, (641) 269-9700) or the recordkeeper, Fidelity Investments Institutional. The Trustees of Grinnell College old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Grinnell College 401(k)
Data from the public Form 5500 annual reports Trustees of Grinnell College 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 Trustees of Grinnell College. Not financial advice. Report a correction · Methodology