University of la Verne 403(b) match, vesting and fees
What University of la Verne'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 Inv. Inst. Ops. Co., LLC | Schedule C ↗ |
| Independent auditor | Baker Tilley US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| University of la Verne: employer contribution per participant | $2,219 | |
| Peer median | $2,130 |
| University of la Verne: average balance | $141,148 | |
| Peer median | $126,258 |
| University of la Verne: admin expenses ÷ assets | 0.08% | |
| 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 $249M at the end of plan year 2021 to $266M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,471 | $266M | $4.2M | $2,219 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 6,159 | $243M | $4.3M | $2,306 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 5,908 | $213M | $4.7M | $2,529 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 5,555 | $249M | $5.3M | $2,869 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does University of la Verne match 401(k) contributions?
The match terms for the University of La Verne 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.2M in employer contributions, about $2,219 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of la Verne 401(k) match vested?
The vesting schedule for the University of La Verne 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of la Verne 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv. Inst. Ops. Co., LLC. The plan administrator is University of La Verne.
I left University of la Verne. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of La Verne, (909) 448-4076) or the recordkeeper, Fidelity Inv. Inst. Ops. Co., LLC. The University of la Verne old 401(k) page lists the contacts from every plan filing. Find an old University of la Verne 401(k)
Data from the public Form 5500 annual reports University of la Verne 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 University of la Verne. Not financial advice. Report a correction · Methodology