University of Montana Foundation 403(b) match, vesting and fees
What University of Montana Foundation'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 | TIAA - Teachers Insurance and Annui | 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 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| University of Montana Foundation: employer contribution per participant | $5,402 | |
| Peer median | $1,890 |
| University of Montana Foundation: average balance | $64,288 | |
| Peer median | $56,033 |
| University of Montana Foundation: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.37% |
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 $6.4M at the end of plan year 2021 to $9.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 156 | $9.9M | $832K | $5,402 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 142 | $8.2M | $568K | $4,000 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 133 | $6.8M | $555K | $4,206 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 121 | $5.5M | $446K | $3,687 | 0.00% | Not published | 5500-SF ↗ |
| 2021 | 113 | $6.4M | $451K | $3,990 | — | Not published | 5500-SF ↗ |
Other University of Montana Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The University of Montana Foundation Tax-Deferred Annuity 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does University of Montana Foundation match 401(k) contributions?
The match terms for the The University of Montana Foundation Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $832K in employer contributions, about $5,402 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Montana Foundation 401(k) match vested?
The vesting schedule for the The University of Montana Foundation Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Montana Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA - Teachers Insurance and Annui. The plan administrator is The University of Montana Foundation.
I left University of Montana Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The University of Montana Foundation, (406) 243-2593) or the recordkeeper, TIAA - Teachers Insurance and Annui. The University of Montana Foundation old 401(k) page lists the contacts from every plan filing. Find an old University of Montana Foundation 401(k)
Data from the public Form 5500 annual reports University of Montana Foundation 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 University of Montana Foundation. Not financial advice. Report a correction · Methodology