United Employee Services 401(k) match, vesting and fees
What United Employee Services' 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 | John Hancock Life Insurance Co | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| United Employee Services: employer contribution per participant | $1,345 | |
| Peer median | $1,495 |
| United Employee Services: average balance | $38,225 | |
| Peer median | $34,563 |
| United Employee Services: admin expenses ÷ assets | 1.07% | |
| 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 $4.8M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 834 | $19M | $667K | $1,345 | 1.07% | Not published | Form 5500 ↗ |
| 2023 | 703 | $9.7M | $366K | $807 | 1.42% | Not published | Form 5500 ↗ |
| 2022 | 541 | $5.1M | $274K | $533 | 1.37% | Not published | Form 5500 ↗ |
| 2021 | 510 | $4.8M | $158K | $583 | 1.74% | Not published | Form 5500 ↗ |
Common questions
Does United Employee Services match 401(k) contributions?
The match terms for the United Employee Services 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $667K in employer contributions, about $1,345 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Employee Services 401(k) match vested?
The vesting schedule for the United Employee Services 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Employee Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is John Hancock Life Insurance Co. The plan administrator is United Employee Services, Inc..
I left United Employee Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Employee Services, Inc., (727) 712-0909) or the recordkeeper, John Hancock Life Insurance Co. The United Employee Services old 401(k) page lists the contacts from every plan filing. Find an old United Employee Services 401(k)
Data from the public Form 5500 annual reports United Employee Services 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 United Employee Services. Not financial advice. Report a correction · Methodology