Universidad Carlos Albizu 403(b) match, vesting and fees
What Universidad Carlos Albizu'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.
| Independent auditor | Galindez LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,135 defined-contribution plans in educational services with 100 to 499 participants.
| Universidad Carlos Albizu: employer contribution per participant | $811 | |
| Peer median | $1,684 |
| Universidad Carlos Albizu: average balance | $50,186 | |
| Peer median | $63,001 |
| Universidad Carlos Albizu: admin expenses ÷ assets | 0.00% | |
| Peer median | 0.17% |
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 $10.2M at the end of plan year 2023 to $11.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 226 | $11.2M | $181K | $811 | 0.00% | Not published | Form 5500 ↗ |
| 2023 | 234 | $10.2M | $217K | $939 | <0.01% | Not published | Form 5500 ↗ |
Other Universidad Carlos Albizu plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Universidad Carlos Albizu Savings & Investment Pla
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 Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Galindez LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Universidad Carlos Albizu match 401(k) contributions?
The match terms for the Carlos Albizu University 403(b) Dc Plan have not been published from its filing yet. The plan year 2024 filing reports $181K in employer contributions, about $811 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Universidad Carlos Albizu 401(k) match vested?
The vesting schedule for the Carlos Albizu University 403(b) Dc Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Universidad Carlos Albizu 401(k)?
The filing names Carlos Albizu University as plan administrator; it does not list a recordkeeper.
I left Universidad Carlos Albizu. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carlos Albizu University, (305) 332-1678). The Universidad Carlos Albizu old 401(k) page lists the contacts from every plan filing. Find an old Universidad Carlos Albizu 401(k)
Data from the public Form 5500 annual reports Universidad Carlos Albizu 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 Universidad Carlos Albizu. Not financial advice. Report a correction · Methodology