Universidad Politecnica de Puerto Rico 403(b) match, vesting and fees
What Universidad Politecnica de Puerto Rico'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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 12,366 defined-contribution plans in educational services with fewer than 100 participants.
| Universidad Politecnica de Puerto Rico: employer contribution per participant | $797 | |
| Peer median | $1,180 |
| Universidad Politecnica de Puerto Rico: average balance | $49,931 | |
| Peer median | $26,614 |
| Universidad Politecnica de Puerto Rico: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.38% |
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 $851K at the end of plan year 2021 to $1.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 45 | $1.1M | $18K | $797 | 0.34% | Not published | 5500-SF ↗ |
| 2023 | 33 | $979K | $16K | $1,193 | 0.35% | Not published | 5500-SF ↗ |
| 2022 | 40 | $857K | $13K | $914 | 0.42% | Not published | 5500-SF ↗ |
| 2021 | 49 | $851K | $13K | $544 | 0.17% | Not published | 5500-SF ↗ |
Other Universidad Politecnica de Puerto Rico plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Universidad Politecnica Retirement 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 | Benefit Plans Admin Services, Inc. | Schedule C ↗ |
| Independent auditor | Crowe Pr Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Universidad Politecnica de Puerto Rico match 401(k) contributions?
The match terms for the Polytechnic University of Pr - Florida have not been published from its filing yet. The plan year 2024 filing reports $18K in employer contributions, about $797 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Universidad Politecnica de Puerto Rico 401(k) match vested?
The vesting schedule for the Polytechnic University of Pr - Florida is not in the data published so far. Your Summary Plan Description states it.
Who manages the Universidad Politecnica de Puerto Rico 401(k)?
The filing names Universidad Politecnica de Puerto Rico as plan administrator; it does not list a recordkeeper.
I left Universidad Politecnica de Puerto Rico. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Universidad Politecnica de Puerto Rico, (787) 622-8000). The Universidad Politecnica de Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old Universidad Politecnica de Puerto Rico 401(k)
Data from the public Form 5500 annual reports Universidad Politecnica de Puerto Rico 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 Universidad Politecnica de Puerto Rico. Not financial advice. Report a correction · Methodology