Ust Global 401(k) match, vesting and fees
What Ust Global'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Stephens, Reidinger & Beller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Ust Global: employer contribution per participant | $1,501 | |
| Peer median | $2,556 |
| Ust Global: average balance | $36,838 | |
| Peer median | $100,166 |
| Ust Global: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.11% |
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 $170M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,765 | $170M | $6.9M | $1,501 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 4,831 | $131M | $7.7M | $1,655 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 4,746 | $82.9M | $4.2M | $1,138 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 3,625 | $81.2M | $3.9M | $1,116 | 0.57% | Not published | Form 5500 ↗ |
Other Ust Global plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ust Global Inc Puerto Rico 401(k) 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 | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Common questions
Does Ust Global match 401(k) contributions?
The match terms for the Ust Global Inc 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $6.9M in employer contributions, about $1,501 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ust Global 401(k) match vested?
The vesting schedule for the Ust Global Inc 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ust Global 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Ust Global Inc.
I left Ust Global. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ust Global Inc, (949) 345-3253) or the recordkeeper, Principal Life Insurance Company. The Ust Global old 401(k) page lists the contacts from every plan filing. Find an old Ust Global 401(k)
Data from the public Form 5500 annual reports Ust Global 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 Ust Global. Not financial advice. Report a correction · Methodology