Westridge School for Girls 403(b) match, vesting and fees
What Westridge School for Girls' 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 | Cliftonlarsonallen 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Westridge School for Girls: employer contribution per participant | $3,320 | |
| Peer median | $1,684 |
| Westridge School for Girls: average balance | $146,840 | |
| Peer median | $62,952 |
| Westridge School for Girls: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.17% |
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 $46.8M at the end of plan year 2021 to $48M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 329 | $48M | $1.1M | $3,320 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 329 | $43.4M | $1M | $3,068 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 341 | $37.3M | $998K | $3,025 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 333 | $46.8M | $930K | $2,897 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Westridge School for Girls match 401(k) contributions?
The match terms for the Westridge School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $3,320 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Westridge School for Girls 401(k) match vested?
The vesting schedule for the Westridge School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Westridge School for Girls 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Westridge School for Girls, Inc..
I left Westridge School for Girls. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Westridge School for Girls, Inc., (626) 799-1053) or the recordkeeper, TIAA. The Westridge School for Girls old 401(k) page lists the contacts from every plan filing. Find an old Westridge School for Girls 401(k)
Data from the public Form 5500 annual reports Westridge School for Girls 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 Westridge School for Girls. Not financial advice. Report a correction · Methodology