William Marsh Rice University 403(b) match, vesting and fees
What William Marsh Rice 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 | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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.
| William Marsh Rice University: employer contribution per participant | — | |
| Peer median | $2,692 |
| William Marsh Rice University: average balance | $101,681 | |
| Peer median | $100,331 |
| William Marsh Rice University: admin expenses ÷ assets | 0.01% | |
| 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 $764M at the end of plan year 2023 to $848M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,731 | $848M | — | — | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 9,185 | $764M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other William Marsh Rice University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
William Marsh Rice University Defined Contribution 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 | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does William Marsh Rice University match 401(k) contributions?
The match terms for the William Marsh Rice University Supplemental 403(b) Plan have not been published from its filing yet.
When is the William Marsh Rice University 401(k) match vested?
The vesting schedule for the William Marsh Rice University Supplemental 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the William Marsh Rice University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is William Marsh Rice University.
I left William Marsh Rice University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (William Marsh Rice University, (713) 348-2514) or the recordkeeper, Fidelity Investments. The William Marsh Rice University old 401(k) page lists the contacts from every plan filing. Find an old William Marsh Rice University 401(k)
Data from the public Form 5500 annual reports William Marsh Rice 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 William Marsh Rice University. Not financial advice. Report a correction · Methodology