Neurological Associates of Tucson 401(k) match, vesting and fees
What Neurological Associates of Tucson'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion) | 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 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Neurological Associates of Tucson: employer contribution per participant | $8,718 | |
| Peer median | $1,468 |
| Neurological Associates of Tucson: average balance | $185,046 | |
| Peer median | $37,786 |
| Neurological Associates of Tucson: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.39% |
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 $31.7M at the end of plan year 2021 to $27M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 146 | $27M | $1.3M | $8,718 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 154 | $20.9M | $1.1M | $7,213 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 150 | $24.6M | $1.4M | $9,170 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 165 | $31.7M | $1.4M | $8,603 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Neurological Associates of Tucson match 401(k) contributions?
The match terms for the Neurological Associates of Tucson Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $8,718 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Neurological Associates of Tucson 401(k) match vested?
The vesting schedule for the Neurological Associates of Tucson Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Neurological Associates of Tucson 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Neurological Associates of Tucson, P.C..
I left Neurological Associates of Tucson. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Neurological Associates of Tucson, P.C., (520) 795-7750) or the recordkeeper, Empower Annuity Insurance Company. The Neurological Associates of Tucson old 401(k) page lists the contacts from every plan filing. Find an old Neurological Associates of Tucson 401(k)
Data from the public Form 5500 annual reports Neurological Associates of Tucson 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 Neurological Associates of Tucson. Not financial advice. Report a correction · Methodology