University Physician Group 403(b) match, vesting and fees
What University Physician Group'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 Institutional | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| University Physician Group: employer contribution per participant | $3,631 | |
| Peer median | $1,337 |
| University Physician Group: average balance | $112,249 | |
| Peer median | $35,764 |
| University Physician Group: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.32% |
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 $81.2M at the end of plan year 2021 to $102M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 928 | $102M | $3.3M | $3,631 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,036 | $86.4M | $3.1M | $3,082 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 995 | $71.1M | $3.2M | $3,270 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 971 | $81.2M | $3.5M | $3,612 | 0.13% | Not published | Form 5500 ↗ |
Other University Physician Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University Physician Group 401(a) Retirement 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Melo USA, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does University Physician Group match 401(k) contributions?
The match terms for the University Physician Group 403b Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $3,631 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Physician Group 401(k) match vested?
The vesting schedule for the University Physician Group 403b Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Physician Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is University Physician Group.
I left University Physician Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Physician Group, (248) 581-5600) or the recordkeeper, Fidelity Investments Institutional. The University Physician Group old 401(k) page lists the contacts from every plan filing. Find an old University Physician Group 401(k)
Data from the public Form 5500 annual reports University Physician Group 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 Physician Group. Not financial advice. Report a correction · Methodology