Zeta Charter Schools 403(b) match, vesting and fees
What Zeta Charter Schools' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Zeta Charter Schools: employer contribution per participant | $1,418 | |
| Peer median | $1,855 |
| Zeta Charter Schools: average balance | $14,040 | |
| Peer median | $100,069 |
| Zeta Charter Schools: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.11% |
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 $2.6M at the end of plan year 2021 to $9.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 710 | $9.8M | $987K | $1,418 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 461 | $6.5M | $656K | $1,446 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 349 | $4.1M | $524K | $1,514 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 313 | $2.6M | $406K | $1,318 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Zeta Charter Schools match 401(k) contributions?
The match terms for the Zeta Charter Schools 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $987K in employer contributions, about $1,418 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zeta Charter Schools 401(k) match vested?
The vesting schedule for the Zeta Charter Schools 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zeta Charter Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Zeta Charter Schools, Inc..
I left Zeta Charter Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zeta Charter Schools, Inc., (917) 658-9811) or the recordkeeper, The Vanguard Group, Inc.. The Zeta Charter Schools old 401(k) page lists the contacts from every plan filing. Find an old Zeta Charter Schools 401(k)
Data from the public Form 5500 annual reports Zeta Charter Schools 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 Zeta Charter Schools. Not financial advice. Report a correction · Methodology