University Clinical, Education and Research Associates 403(b) match, vesting and fees
What University Clinical, Education and Research Associates' 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.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Cw Associates Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,135 defined-contribution plans in educational services with 100 to 499 participants.
| University Clinical, Education and Research Associates: employer contribution per participant | $759 | |
| Peer median | $1,684 |
| University Clinical, Education and Research Associates: average balance | $83,105 | |
| Peer median | $63,001 |
| University Clinical, Education and Research Associates: admin expenses ÷ assets | 0.18% | |
| 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 $34.7M at the end of plan year 2023 to $36.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 545 | $36.4M | $332K | $759 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 664 | $34.7M | $347K | $634 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does University Clinical, Education and Research Associates match 401(k) contributions?
The match terms for the University Clinical, Education and Research Associates Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $332K in employer contributions, about $759 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Clinical, Education and Research Associates 401(k) match vested?
The vesting schedule for the University Clinical, Education and Research Associates Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Clinical, Education and Research Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is University Clinical, Education and Research Associates.
I left University Clinical, Education and Research Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Clinical, Education and Research Associates, (808) 469-4900) or the recordkeeper, TIAA. The University Clinical, Education and Research Associates old 401(k) page lists the contacts from every plan filing. Find an old University Clinical, Education and Research Associates 401(k)
Data from the public Form 5500 annual reports University Clinical, Education and Research Associates 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 University Clinical, Education and Research Associates. Not financial advice. Report a correction · Methodology