Vocational Guidance Services 403(b) match, vesting and fees
What Vocational Guidance Services' 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Vocational Guidance Services: employer contribution per participant | — | |
| Peer median | $2,023 |
| Vocational Guidance Services: average balance | $30,499 | |
| Peer median | $61,526 |
| Vocational Guidance Services: admin expenses ÷ assets | 1.15% | |
| Peer median | 0.44% |
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 $1.2M at the end of plan year 2021 to $1.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 583 | $1.1M | — | — | 1.15% | Not published | 5500-SF ↗ |
| 2023 | 279 | $1M | — | — | 1.00% | Not published | 5500-SF ↗ |
| 2022 | 526 | $916K | — | — | 1.01% | Not published | Form 5500 ↗ |
| 2021 | 529 | $1.2M | — | — | 0.91% | Not published | Form 5500 ↗ |
Other Vocational Guidance Services plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Vocational Guidance Services and Affiliates Retirement 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Maloney + Novotny LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Vocational Guidance Services Pension 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.
| Independent auditor | Maloney & Novotny LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Vocational Guidance Services match 401(k) contributions?
The match terms for the Vocational Guidance Services Retirement Savings Plan have not been published from its filing yet.
When is the Vocational Guidance Services 401(k) match vested?
The vesting schedule for the Vocational Guidance Services Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vocational Guidance Services 401(k)?
The filing names Vocational Guidance Services, Inc. as plan administrator; it does not list a recordkeeper.
I left Vocational Guidance Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vocational Guidance Services, Inc., (216) 881-6297). The Vocational Guidance Services old 401(k) page lists the contacts from every plan filing. Find an old Vocational Guidance Services 401(k)
Data from the public Form 5500 annual reports Vocational Guidance Services 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 Vocational Guidance Services. Not financial advice. Report a correction · Methodology