Wake Forest University 403(b) match, vesting and fees
What Wake Forest University'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 | Schedule C ↗ |
| Independent auditor | Butler & Burke, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| Wake Forest University: employer contribution per participant | $3,265 | |
| Peer median | $2,692 |
| Wake Forest University: average balance | $164,941 | |
| Peer median | $100,331 |
| Wake Forest University: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.06% |
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 $798M at the end of plan year 2023 to $889M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,589 | $889M | $17.6M | $3,265 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 5,365 | $798M | $16.6M | $3,219 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Wake Forest University match 401(k) contributions?
The match terms for the Wake Forest University Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $17.6M in employer contributions, about $3,265 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wake Forest University 401(k) match vested?
The vesting schedule for the Wake Forest University Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wake Forest University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Wake Forest University.
I left Wake Forest University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wake Forest University, (336) 758-4700) or the recordkeeper, TIAA. The Wake Forest University old 401(k) page lists the contacts from every plan filing. Find an old Wake Forest University 401(k)
Data from the public Form 5500 annual reports Wake Forest University filed with the U.S. Department of Labor (plan years 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 Wake Forest University. Not financial advice. Report a correction · Methodology