University Medical Partners 401(k) match, vesting and fees
What University Medical Partners' 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 | Audit and Tax Solutions Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| University Medical Partners: employer contribution per participant | $22,593 | |
| Peer median | $1,468 |
| University Medical Partners: average balance | $351,503 | |
| Peer median | $37,786 |
| University Medical Partners: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.39% |
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 $105M at the end of plan year 2021 to $153M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 441 | $153M | $9.8M | $22,593 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 366 | $124M | $9.3M | $25,506 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 376 | $103M | $9M | $24,033 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 351 | $105M | $8.2M | $23,470 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does University Medical Partners match 401(k) contributions?
The match terms for the University Medical Partners, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $9.8M in employer contributions, about $22,593 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Medical Partners 401(k) match vested?
The vesting schedule for the University Medical Partners, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Medical Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is University Medical Partners, Inc..
I left University Medical Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Medical Partners, Inc., (510) 662-5821) or the recordkeeper, Fidelity Investments Institutional. The University Medical Partners old 401(k) page lists the contacts from every plan filing. Find an old University Medical Partners 401(k)
Data from the public Form 5500 annual reports University Medical Partners 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 Medical Partners. Not financial advice. Report a correction · Methodology