University of Miami 403(b) match, vesting and fees
What University of Miami'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.
| Recordkeeper | Fidelity Investments Inst Ops Co in | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 54 defined-contribution plans in educational services with 10,000 to 49,999 participants.
| University of Miami: employer contribution per participant | $5,566 | |
| Peer median | $3,952 |
| University of Miami: average balance | $111,107 | |
| Peer median | $137,350 |
| University of Miami: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.02% |
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 $1.7B at the end of plan year 2023 to $2.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 19,738 | $2.1B | $104M | $5,566 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 19,746 | $1.7B | $96M | $5,236 | 0.13% | Not published | Form 5500 ↗ |
Other University of Miami plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Savings Plan III
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 Inst Op Co LLC | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
University of Miami Supplemental Retirement Annuity Program
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 Inst Ops Co in | Schedule C ↗ |
| Independent auditor | KPMG LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Defined Contribution Retirement Plan for Faculty of the University of Miami
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 Inst Ops Co | Schedule C ↗ |
| Independent auditor | KPMG LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
University of Miami Retirement Savings Plan II
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 | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Retirement Plan for Employees of the Univ of Miami
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.
| Independent auditor | KPMG LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does University of Miami match 401(k) contributions?
The match terms for the University of Miami Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $104M in employer contributions, about $5,566 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Miami 401(k) match vested?
The vesting schedule for the University of Miami Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Miami 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Ops Co in. The plan administrator is University of Miami.
I left University of Miami. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of Miami, (305) 284-3004) or the recordkeeper, Fidelity Investments Inst Ops Co in. The University of Miami old 401(k) page lists the contacts from every plan filing. Find an old University of Miami 401(k)
Data from the public Form 5500 annual reports University of Miami 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 of Miami. Not financial advice. Report a correction · Methodology