American Fidelity 401(k) match, vesting and fees
What American Fidelity'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 | Forvis Mazars LLP (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 156 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| American Fidelity: employer contribution per participant | $5,182 | |
| Peer median | $2,525 |
| American Fidelity: average balance | $188,699 | |
| Peer median | $101,328 |
| American Fidelity: admin expenses ÷ assets | <0.01% | |
| 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 $751M at the end of plan year 2023 to $870M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,644 | $870M | $23.9M | $5,182 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 4,516 | $751M | $21.1M | $4,728 | <0.01% | Not published | Form 5500 ↗ |
Other American Fidelity plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan of American Fidelity Group
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 | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does American Fidelity match 401(k) contributions?
The match terms for the American Fidelity Companies Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $23.9M in employer contributions, about $5,182 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Fidelity 401(k) match vested?
The vesting schedule for the American Fidelity Companies Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Fidelity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is American Fidelity Corporation.
I left American Fidelity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Fidelity Corporation, (405) 416-8594) or the recordkeeper, Principal Life Insurance Company. The American Fidelity old 401(k) page lists the contacts from every plan filing. Find an old American Fidelity 401(k)
Data from the public Form 5500 annual reports American Fidelity 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 American Fidelity. Not financial advice. Report a correction · Methodology