Trustees of the College of the Holy Cross 403(b) match, vesting and fees
What Trustees of the College of the Holy Cross' 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 Inv Ins Ops Co, Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Trustees of the College of the Holy Cross: employer contribution per participant | $3,723 | |
| Peer median | $2,292 |
| Trustees of the College of the Holy Cross: average balance | $208,165 | |
| Peer median | $144,662 |
| Trustees of the College of the Holy Cross: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.08% |
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 $385M at the end of plan year 2021 to $448M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,152 | $448M | $8M | $3,723 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 2,084 | $402M | $7.4M | $3,573 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 2,037 | $366M | $6.8M | $3,384 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 2,226 | $334M | $6.3M | $2,886 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 2,128 | $385M | $8.5M | $4,062 | 0.02% | Not published | Form 5500 ↗ |
Other Trustees of the College of the Holy Cross plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Holy Cross Retirement Plan for Nonexempt Employees
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.
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Trustees of the College of the Holy Cross match 401(k) contributions?
The match terms for the College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $8M in employer contributions, about $3,723 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of the College of the Holy Cross 401(k) match vested?
The vesting schedule for the College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of the College of the Holy Cross 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Inv Ins Ops Co, Inc.. The plan administrator is Marymichele Delaney.
I left Trustees of the College of the Holy Cross. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marymichele Delaney, (508) 793-3391) or the recordkeeper, Fidelity Inv Ins Ops Co, Inc.. The Trustees of the College of the Holy Cross old 401(k) page lists the contacts from every plan filing. Find an old Trustees of the College of the Holy Cross 401(k)
Data from the public Form 5500 annual reports Trustees of the College of the Holy Cross filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 the College of the Holy Cross. Not financial advice. Report a correction · Methodology