American Urological Association Education & Research 403(b) match, vesting and fees
What American Urological Association Education & Research'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| American Urological Association Education & Research: employer contribution per participant | $1,703 | |
| Peer median | $1,800 |
| American Urological Association Education & Research: average balance | $143,644 | |
| Peer median | $72,234 |
| American Urological Association Education & Research: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.18% |
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 $22.1M at the end of plan year 2021 to $27.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 201 | $27.9M | $330K | $1,703 | 0.24% | Not published | Form 5500 ↗ |
| 2024 | 200 | $23.8M | $302K | $1,548 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 199 | $22M | $281K | $1,433 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 207 | $17.9M | $268K | $1,342 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 201 | $22.1M | $280K | $1,420 | 0.27% | Not published | Form 5500 ↗ |
Other American Urological Association Education & Research plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Aua Discretionary Contribution 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does American Urological Association Education & Research match 401(k) contributions?
The match terms for the Aua Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2025 filing reports $330K in employer contributions, about $1,703 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Urological Association Education & Research 401(k) match vested?
The vesting schedule for the Aua Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Urological Association Education & Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is American Urological Association Education & Research, Inc..
I left American Urological Association Education & Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Urological Association Education & Research, Inc., (410) 689-3742) or the recordkeeper, Principal Life Insurance Company. The American Urological Association Education & Research old 401(k) page lists the contacts from every plan filing. Find an old American Urological Association Education & Research 401(k)
Data from the public Form 5500 annual reports American Urological Association Education & Research filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 American Urological Association Education & Research. Not financial advice. Report a correction · Methodology