Acrisure 401(k) match, vesting and fees
What Acrisure'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 | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 104 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Acrisure: employer contribution per participant | $2,714 | |
| Peer median | $3,632 |
| Acrisure: average balance | $106,839 | |
| Peer median | $158,797 |
| Acrisure: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.04% |
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 $856M at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,873 | $1.1B | $28.8M | $2,714 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 13,740 | $856M | $24.1M | $2,593 | 0.07% | Not published | Form 5500 ↗ |
Other Acrisure plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Hatcher Agency, Inc. 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 | 401(k) · Active | Form 5500 ↗ |
Hni Risk Services 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.
| Recordkeeper | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Acrisure, LLC 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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Acrisure match 401(k) contributions?
The match terms for the Acrisure 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $28.8M in employer contributions, about $2,714 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Acrisure 401(k) match vested?
The vesting schedule for the Acrisure 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Acrisure 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Acrisure, LLC.
I left Acrisure. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Acrisure, LLC, (616) 317-8363) or the recordkeeper, Principal Life Insurance Company. The Acrisure old 401(k) page lists the contacts from every plan filing. Find an old Acrisure 401(k)
Data from the public Form 5500 annual reports Acrisure 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 Acrisure. Not financial advice. Report a correction · Methodology