San Diego Tourism Authority 401(k) match, vesting and fees
What San Diego Tourism Authority'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 | UBS Financial Services, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| San Diego Tourism Authority: employer contribution per participant | $2,686 | |
| Peer median | $1,495 |
| San Diego Tourism Authority: average balance | $109,908 | |
| Peer median | $34,563 |
| San Diego Tourism Authority: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.51% |
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 $12.2M at the end of plan year 2021 to $13.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 125 | $13.4M | $328K | $2,686 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 124 | $11.6M | $293K | $2,441 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 116 | $9.9M | $243K | $2,112 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 126 | $12.2M | $166K | $1,353 | 0.23% | Not published | Form 5500 ↗ |
Other San Diego Tourism Authority plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of San Diego Convention & Visitors Bureau
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does San Diego Tourism Authority match 401(k) contributions?
The match terms for the San Diego Tourism Authority 401k Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $328K in employer contributions, about $2,686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Diego Tourism Authority 401(k) match vested?
The vesting schedule for the San Diego Tourism Authority 401k Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Diego Tourism Authority 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is UBS Financial Services, Inc.. The plan administrator is San Diego Tourism Authority.
I left San Diego Tourism Authority. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Diego Tourism Authority, (619) 232-3101) or the recordkeeper, UBS Financial Services, Inc.. The San Diego Tourism Authority old 401(k) page lists the contacts from every plan filing. Find an old San Diego Tourism Authority 401(k)
Data from the public Form 5500 annual reports San Diego Tourism Authority 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 San Diego Tourism Authority. Not financial advice. Report a correction · Methodology