Union of Pan Asian Communities Upac 403(b) match, vesting and fees
What Union of Pan Asian Communities Upac's 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Leaf & Cole LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Union of Pan Asian Communities Upac: employer contribution per participant | $97 | |
| Peer median | $1,468 |
| Union of Pan Asian Communities Upac: average balance | $23,477 | |
| Peer median | $37,786 |
| Union of Pan Asian Communities Upac: admin expenses ÷ assets | 0.04% | |
| 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 $3.5M at the end of plan year 2021 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 219 | $4.7M | $19K | $97 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 265 | $4M | $146K | $690 | 0.07% | Not published | 5500-SF ↗ |
| 2022 | 252 | $2.9M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 232 | $3.5M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Union of Pan Asian Communities Upac match 401(k) contributions?
The match terms for the Upac 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $19K in employer contributions, about $97 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Union of Pan Asian Communities Upac 401(k) match vested?
The vesting schedule for the Upac 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Union of Pan Asian Communities Upac 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Union of Pan Asian Communities Upac.
I left Union of Pan Asian Communities Upac. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Union of Pan Asian Communities Upac, (619) 232-6454) or the recordkeeper, American United Life Insurance Co. The Union of Pan Asian Communities Upac old 401(k) page lists the contacts from every plan filing. Find an old Union of Pan Asian Communities Upac 401(k)
Data from the public Form 5500 annual reports Union of Pan Asian Communities Upac 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 Union of Pan Asian Communities Upac. Not financial advice. Report a correction · Methodology