Aptia Insurance Services Group 401(k) match, vesting and fees
What Aptia Insurance Services Group'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Grant Thornton 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 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Aptia Insurance Services Group: employer contribution per participant | $1,976 | |
| Peer median | $2,935 |
| Aptia Insurance Services Group: average balance | $23,273 | |
| Peer median | $92,770 |
| Aptia Insurance Services Group: admin expenses ÷ assets | 0.87% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $12.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 546 | $12.1M | $1M | $1,976 | 0.87% | Not published | Form 5500 ↗ |
Common questions
Does Aptia Insurance Services Group match 401(k) contributions?
The match terms for the Aptia 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $1,976 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aptia Insurance Services Group 401(k) match vested?
The vesting schedule for the Aptia 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aptia Insurance Services Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Mercer Investments, LLC.
I left Aptia Insurance Services Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mercer Investments, LLC, (617) 747-9500) or the recordkeeper, Empower Annuity Insurance Company O. The Aptia Insurance Services Group old 401(k) page lists the contacts from every plan filing. Find an old Aptia Insurance Services Group 401(k)
Data from the public Form 5500 annual reports Aptia Insurance Services Group filed with the U.S. Department of Labor (plan years 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 Aptia Insurance Services Group. Not financial advice. Report a correction · Methodology