Association of University Physicians 403(b) match, vesting and fees
What Association of University Physicians' 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Association of University Physicians: employer contribution per participant | — | |
| Peer median | $1,358 |
| Association of University Physicians: average balance | $158,521 | |
| Peer median | $44,442 |
| Association of University Physicians: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.21% |
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 $207M at the end of plan year 2023 to $228M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,447 | $228M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 3,262 | $207M | — | — | 0.01% | Not published | Form 5500 ↗ |
Other Association of University Physicians plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Association of University Physicians 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 Association of University Physicians match 401(k) contributions?
The match terms for the Association of University Physicians Tda Plan have not been published from its filing yet.
When is the Association of University Physicians 401(k) match vested?
The vesting schedule for the Association of University Physicians Tda Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Association of University Physicians 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is The Association of University Physicians.
I left Association of University Physicians. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Association of University Physicians, (206) 520-5778) or the recordkeeper, Fid Inv Inst Ops Co. The Association of University Physicians old 401(k) page lists the contacts from every plan filing. Find an old Association of University Physicians 401(k)
Data from the public Form 5500 annual reports Association of University Physicians filed with the U.S. Department of Labor (plan years 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 Association of University Physicians. Not financial advice. Report a correction · Methodology