Young Adult Institute 403(b) match, vesting and fees
What Young Adult Institute'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 | Empower Annuity Ins.Co. of America | Schedule C ↗ |
| Independent auditor | Lilling & Company LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Young Adult Institute: employer contribution per participant | $465 | |
| Peer median | $1,358 |
| Young Adult Institute: average balance | $13,142 | |
| Peer median | $44,442 |
| Young Adult Institute: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.21% |
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 $36.9M at the end of plan year 2021 to $57.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,912 | $57.7M | $2M | $465 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 4,872 | $47.3M | $1.6M | $378 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 6,183 | $36.6M | $1.7M | $313 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 5,274 | $36.9M | $1.6M | $349 | 0.52% | Not published | Form 5500 ↗ |
Other Young Adult Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Yai Network Affiliates 401(a) 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 | Empower Annuity Ins. Co, of America | Schedule C ↗ |
| Independent auditor | Lilling and Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Young Adult Institute match 401(k) contributions?
The match terms for the Yai Network Affiliates 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $465 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Young Adult Institute 401(k) match vested?
The vesting schedule for the Yai Network Affiliates 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Young Adult Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins.Co. of America. The plan administrator is Young Adult Institute, Inc..
I left Young Adult Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Young Adult Institute, Inc., (212) 273-6100) or the recordkeeper, Empower Annuity Ins.Co. of America. The Young Adult Institute old 401(k) page lists the contacts from every plan filing. Find an old Young Adult Institute 401(k)
Data from the public Form 5500 annual reports Young Adult Institute 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 Young Adult Institute. Not financial advice. Report a correction · Methodology