Univest Financial 401(k) match, vesting and fees
What Univest Financial'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 | John Hancock Retirement Plan Servic | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Univest Financial: employer contribution per participant | $1,913 | |
| Peer median | $2,966 |
| Univest Financial: average balance | $108,906 | |
| Peer median | $104,792 |
| Univest Financial: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.10% |
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 $101M at the end of plan year 2021 to $121M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,133 | $121M | $2.1M | $1,913 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 1,180 | $109M | $2.2M | $1,892 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 1,143 | $91.1M | $2.1M | $1,869 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 1,085 | $101M | $1.9M | $1,760 | 0.21% | Not published | Form 5500 ↗ |
Other Univest Financial plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Univest Financial Corporation 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.
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Univest Financial match 401(k) contributions?
The match terms for the Univest Financial Corporation Deferred Salary Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $1,913 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Univest Financial 401(k) match vested?
The vesting schedule for the Univest Financial Corporation Deferred Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Univest Financial 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Servic. The plan administrator is Univest Financial Corporation.
I left Univest Financial. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Univest Financial Corporation, (215) 721-2400) or the recordkeeper, John Hancock Retirement Plan Servic. The Univest Financial old 401(k) page lists the contacts from every plan filing. Find an old Univest Financial 401(k)
Data from the public Form 5500 annual reports Univest Financial 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 Univest Financial. Not financial advice. Report a correction · Methodology