Children's University Medical Group 403(b) match, vesting and fees
What Children's University Medical Group'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Clark Nuber, Ps (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Children's University Medical Group: employer contribution per participant | — | |
| Peer median | $1,337 |
| Children's University Medical Group: average balance | $260,602 | |
| Peer median | $35,764 |
| Children's University Medical Group: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.32% |
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 $168M at the end of plan year 2021 to $179M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 963 | $179M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,012 | $156M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,012 | $136M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 982 | $168M | — | — | 0.04% | Not published | Form 5500 ↗ |
Other Children's University Medical Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Children'S University Medical Group Pension 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Clark Nuber, Ps (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Children's University Medical Group match 401(k) contributions?
The match terms for the Children'S University Medical Group Tax Deferred Annuity Plan have not been published from its filing yet.
When is the Children's University Medical Group 401(k) match vested?
The vesting schedule for the Children'S University Medical Group Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Children's University Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Children'S University Medical Group.
I left Children's University Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Children'S University Medical Group, (206) 987-8471) or the recordkeeper, Fid Inv Inst Ops Co. The Children's University Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Children's University Medical Group 401(k)
Data from the public Form 5500 annual reports Children's University Medical Group 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 Children's University Medical Group. Not financial advice. Report a correction · Methodology