Sistema Universitario Ana G Mendez 401(k) match, vesting and fees
What Sistema Universitario Ana G Mendez'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 O | Schedule C ↗ |
| Independent auditor | Driven, Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Sistema Universitario Ana G Mendez: employer contribution per participant | $374 | |
| Peer median | $2,664 |
| Sistema Universitario Ana G Mendez: average balance | $38,773 | |
| Peer median | $119,448 |
| Sistema Universitario Ana G Mendez: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.09% |
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 $40.3M at the end of plan year 2021 to $45.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,174 | $45.5M | $439K | $374 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 1,204 | $40.6M | $397K | $345 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 1,375 | $36.5M | $386K | $350 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 1,435 | $31.5M | $401K | $307 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 1,483 | $40.3M | $448K | $324 | 0.00% | Not published | Form 5500 ↗ |
Other Sistema Universitario Ana G Mendez plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sistema Universitario Ana G Mendez Inc 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.
| Independent auditor | Driven Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Sistema Universitario Ana G Mendez match 401(k) contributions?
The match terms for the Sistema Universitario Ana G Mendez Employees Savings Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $439K in employer contributions, about $374 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sistema Universitario Ana G Mendez 401(k) match vested?
The vesting schedule for the Sistema Universitario Ana G Mendez Employees Savings Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sistema Universitario Ana G Mendez 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Sistema Universitario Ana G Mendez.
I left Sistema Universitario Ana G Mendez. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sistema Universitario Ana G Mendez, (787) 751-0178) or the recordkeeper, Empower Annuity Insurance Company O. The Sistema Universitario Ana G Mendez old 401(k) page lists the contacts from every plan filing. Find an old Sistema Universitario Ana G Mendez 401(k)
Data from the public Form 5500 annual reports Sistema Universitario Ana G Mendez filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 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 Sistema Universitario Ana G Mendez. Not financial advice. Report a correction · Methodology