University Athletic Association 401(k) match, vesting and fees
What University Athletic Association'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 Investments Institutional | Schedule C ↗ |
| Independent auditor | James Moore & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| University Athletic Association: employer contribution per participant | $0 | |
| Peer median | $1,684 |
| University Athletic Association: average balance | $46,608 | |
| Peer median | $62,952 |
| University Athletic Association: admin expenses ÷ assets | 0.06% | |
| 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 $4.8M at the end of plan year 2022 to $10.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 510 | $10.2M | $0 | $0 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 495 | $7.2M | $0 | $0 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 109 | $4.8M | $0 | $0 | — | Not published | Form 5500 ↗ |
Other University Athletic Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University Athletic Association, Inc. Employees' Money Purchase Pension
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 Investments Institutional | Schedule C ↗ |
| Independent auditor | James Moore and Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does University Athletic Association match 401(k) contributions?
The match terms for the University Athletic Association 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Athletic Association 401(k) match vested?
The vesting schedule for the University Athletic Association 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Athletic Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is University Athletic Association Inc..
I left University Athletic Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Athletic Association Inc., (352) 375-4683) or the recordkeeper, Fidelity Investments Institutional. The University Athletic Association old 401(k) page lists the contacts from every plan filing. Find an old University Athletic Association 401(k)
Data from the public Form 5500 annual reports University Athletic Association 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 University Athletic Association. Not financial advice. Report a correction · Methodology