Cua Opco 401(k) match, vesting and fees
What Cua Opco'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 | John Hancock Retirment Plan Service | Schedule C ↗ |
| Independent auditor | Ellin & Tucker, Chartered (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2021 medians for 1,230 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Cua Opco: employer contribution per participant | $4,672 | |
| Peer median | $1,240 |
| Cua Opco: average balance | $86,710 | |
| Peer median | $43,517 |
| Cua Opco: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.19% |
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 $146M at the end of plan year 2021.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2021 | 1,694 | $146M | $7.8M | $4,672 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Cua Opco match 401(k) contributions?
The match terms for the United Urology Group Retirement Plan have not been published from its filing yet. The plan year 2021 filing reports $7.8M in employer contributions, about $4,672 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cua Opco 401(k) match vested?
The vesting schedule for the United Urology Group Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cua Opco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2021 filing is John Hancock Retirment Plan Service. The plan administrator is Cua Opco, LLC.
I left Cua Opco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cua Opco, LLC, (410) 581-1600) or the recordkeeper, John Hancock Retirment Plan Service. The Cua Opco old 401(k) page lists the contacts from every plan filing. Find an old Cua Opco 401(k)
Data from the public Form 5500 annual reports Cua Opco filed with the U.S. Department of Labor (plan years 2021) 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 Cua Opco. Not financial advice. Report a correction · Methodology