Asc Peo 401(k) match, vesting and fees
What Asc Peo's 401(k) 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 Invst Intnl Oprtn Co. LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Asc Peo: employer contribution per participant | $1,535 | |
| Peer median | $1,438 |
| Asc Peo: average balance | $37,456 | |
| Peer median | $41,205 |
| Asc Peo: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $36.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,855 | $36.6M | $1.5M | $1,535 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Asc Peo match 401(k) contributions?
The match terms for the Asc Peo, LLC Retirement Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $1,535 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Asc Peo 401(k) match vested?
The vesting schedule for the Asc Peo, LLC Retirement Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Asc Peo 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Invst Intnl Oprtn Co. LLC. The plan administrator is Unitedhealth Group Employee Benefits Plans Administrative Committee.
I left Asc Peo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unitedhealth Group Employee Benefits Plans Administrative Committee, (952) 936-1300) or the recordkeeper, Fidelity Invst Intnl Oprtn Co. LLC. The Asc Peo old 401(k) page lists the contacts from every plan filing. Find an old Asc Peo 401(k)
Data from the public Form 5500 annual reports Asc Peo filed with the U.S. Department of Labor (plan years 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 Asc Peo. Not financial advice. Report a correction · Methodology