Aspen Insurance U.S. Services 401(k) match, vesting and fees
What Aspen Insurance U.S. Services' 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 | Cbiz Cpas P.C. (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.
| Aspen Insurance U.S. Services: employer contribution per participant | $9,012 | |
| Peer median | $2,935 |
| Aspen Insurance U.S. Services: average balance | $246,385 | |
| Peer median | $92,770 |
| Aspen Insurance U.S. Services: admin expenses ÷ assets | 0.05% | |
| 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 went from $141M at the end of plan year 2021 to $159M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 691 | $159M | $5.8M | $9,012 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 688 | $142M | $5.3M | $8,175 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 654 | $118M | $5.2M | $8,520 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 634 | $141M | $5.2M | $8,566 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Aspen Insurance U.S. Services match 401(k) contributions?
The match terms for the Aspen Insurance U.S. Services Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.8M in employer contributions, about $9,012 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aspen Insurance U.S. Services 401(k) match vested?
The vesting schedule for the Aspen Insurance U.S. Services Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aspen Insurance U.S. Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Aspen Insurance U.S. Services Inc..
I left Aspen Insurance U.S. Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aspen Insurance U.S. Services Inc., (646) 502-1070) or the recordkeeper, Fidelity Investments Institutional. The Aspen Insurance U.S. Services old 401(k) page lists the contacts from every plan filing. Find an old Aspen Insurance U.S. Services 401(k)
Data from the public Form 5500 annual reports Aspen Insurance U.S. Services 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 Aspen Insurance U.S. Services. Not financial advice. Report a correction · Methodology