University Club of Chicago 401(k) match, vesting and fees
What University Club of Chicago'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 | Selden Fox, Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| University Club of Chicago: employer contribution per participant | $2,311 | |
| Peer median | $1,598 |
| University Club of Chicago: average balance | $63,564 | |
| Peer median | $50,224 |
| University Club of Chicago: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.40% |
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 $10.7M at the end of plan year 2021 to $17.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 349 | $17.2M | $624K | $2,311 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 244 | $14.8M | $516K | $2,245 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 265 | $12.1M | $425K | $2,015 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 184 | $9.2M | $103K | $604 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 195 | $10.7M | $1,639 | $9 | 0.18% | Not published | Form 5500 ↗ |
Other University Club of Chicago plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University Club of Chicago Cash Balance 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does University Club of Chicago match 401(k) contributions?
The match terms for the University Club of Chicago 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $624K in employer contributions, about $2,311 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Club of Chicago 401(k) match vested?
The vesting schedule for the University Club of Chicago 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Club of Chicago 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is University Club of Chicago.
I left University Club of Chicago. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Club of Chicago, (312) 726-2840) or the recordkeeper, Fidelity Investments Institutional. The University Club of Chicago old 401(k) page lists the contacts from every plan filing. Find an old University Club of Chicago 401(k)
Data from the public Form 5500 annual reports University Club of Chicago filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Club of Chicago. Not financial advice. Report a correction · Methodology