Universal City Development Partners, LTD Universal Orlando 401(k) match, vesting and fees
What Universal City Development Partners, LTD Universal Orlando'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 | Fidelity Inves Inst Opers Co, Inc | Schedule C ↗ |
| Independent auditor | Sb & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 11 defined-contribution plans in arts, entertainment, and recreation with 10,000 to 49,999 participants.
| Universal City Development Partners, LTD Universal Orlando: employer contribution per participant | $2,878 | |
| Peer median | $859 |
| Universal City Development Partners, LTD Universal Orlando: average balance | $56,165 | |
| Peer median | $50,762 |
| Universal City Development Partners, LTD Universal Orlando: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.14% |
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 $661M at the end of plan year 2023 to $834M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 24,228 | $834M | $42.7M | $2,878 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 23,662 | $661M | $36.1M | $2,672 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Universal City Development Partners, LTD Universal Orlando match 401(k) contributions?
The match terms for the Universal Orlando 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $42.7M in employer contributions, about $2,878 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Universal City Development Partners, LTD Universal Orlando 401(k) match vested?
The vesting schedule for the Universal Orlando 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Universal City Development Partners, LTD Universal Orlando 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inves Inst Opers Co, Inc. The plan administrator is Universal City Development Partners, Ltd Universal Orlando.
I left Universal City Development Partners, LTD Universal Orlando. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Universal City Development Partners, Ltd Universal Orlando, (215) 286-1700) or the recordkeeper, Fidelity Inves Inst Opers Co, Inc. The Universal City Development Partners, LTD Universal Orlando old 401(k) page lists the contacts from every plan filing. Find an old Universal City Development Partners, LTD Universal Orlando 401(k)
Data from the public Form 5500 annual reports Universal City Development Partners, LTD Universal Orlando 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 Universal City Development Partners, LTD Universal Orlando. Not financial advice. Report a correction · Methodology