Anchor General Insurance Agency 401(k) match, vesting and fees
What Anchor General Insurance Agency'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Egan & Egan Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Anchor General Insurance Agency: employer contribution per participant | $1,426 | |
| Peer median | $3,122 |
| Anchor General Insurance Agency: average balance | $121,071 | |
| Peer median | $111,687 |
| Anchor General Insurance Agency: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.20% |
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 $21.6M at the end of plan year 2021 to $28.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 246 | $28.9M | $341K | $1,426 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 262 | $25.8M | $354K | $1,387 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 242 | $22M | $312K | $1,369 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 234 | $18.3M | $304K | $1,375 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 227 | $21.6M | $282K | $1,308 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Anchor General Insurance Agency match 401(k) contributions?
The match terms for the Anchor General Insurance Group 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $341K in employer contributions, about $1,426 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Anchor General Insurance Agency 401(k) match vested?
The vesting schedule for the Anchor General Insurance Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anchor General Insurance Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Anchor General Insurance Agency, Inc..
I left Anchor General Insurance Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anchor General Insurance Agency, Inc., (858) 527-3503) or the recordkeeper, Fidelity Investments Institutional. The Anchor General Insurance Agency old 401(k) page lists the contacts from every plan filing. Find an old Anchor General Insurance Agency 401(k)
Data from the public Form 5500 annual reports Anchor General Insurance Agency filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Anchor General Insurance Agency. Not financial advice. Report a correction · Methodology