Virginia Association of Independent Schools 403(b) match, vesting and fees
What Virginia Association of Independent Schools' 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 | Pentegra Services, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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.
| Virginia Association of Independent Schools: employer contribution per participant | $1,105 | |
| Peer median | $2,130 |
| Virginia Association of Independent Schools: average balance | $65,810 | |
| Peer median | $126,258 |
| Virginia Association of Independent Schools: admin expenses ÷ assets | 0.25% | |
| 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 $74.8M at the end of plan year 2023 to $110M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,807 | $110M | $1.8M | $1,105 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 1,259 | $74.8M | $300K | $269 | 0.07% | Not published | Form 5500 ↗ |
Other Virginia Association of Independent Schools plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Virginia Association of Independent Schools 403(b) Dc 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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Virginia Association of Independent Schools match 401(k) contributions?
The match terms for the Virginia Association of Independent Schools Multiple Employer Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $1,105 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Virginia Association of Independent Schools 401(k) match vested?
The vesting schedule for the Virginia Association of Independent Schools Multiple Employer Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Virginia Association of Independent Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pentegra Services, Inc.. The plan administrator is Pentegra Services, Inc..
I left Virginia Association of Independent Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc., (844) 367-2848) or the recordkeeper, Pentegra Services, Inc.. The Virginia Association of Independent Schools old 401(k) page lists the contacts from every plan filing. Find an old Virginia Association of Independent Schools 401(k)
Data from the public Form 5500 annual reports Virginia Association of Independent Schools 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 Virginia Association of Independent Schools. Not financial advice. Report a correction · Methodology