Assuredpartners Investment Advisors 401(k) match, vesting and fees
What Assuredpartners Investment Advisors' 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 | Schedule C ↗ |
| Independent auditor | Temmpleton & Company, 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 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Assuredpartners Investment Advisors: employer contribution per participant | $1,616 | |
| Peer median | $2,966 |
| Assuredpartners Investment Advisors: average balance | $30,869 | |
| Peer median | $104,792 |
| Assuredpartners Investment Advisors: admin expenses ÷ assets | 1.09% | |
| 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 $25.6M at the end of plan year 2023 to $35.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,379 | $35.3M | $1.8M | $1,616 | 1.09% | Not published | Form 5500 ↗ |
| 2023 | 1,383 | $25.6M | $941K | $1,200 | 0.92% | Not published | Form 5500 ↗ |
Common questions
Does Assuredpartners Investment Advisors match 401(k) contributions?
The match terms for the Assuredpartners Pep have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $1,616 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Assuredpartners Investment Advisors 401(k) match vested?
The vesting schedule for the Assuredpartners Pep is not in the data published so far. Your Summary Plan Description states it.
Who manages the Assuredpartners Investment Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Pentegra Services, Inc..
I left Assuredpartners Investment Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc., (844) 367-2848) or the recordkeeper, Empower Annuity Insurance Company. The Assuredpartners Investment Advisors old 401(k) page lists the contacts from every plan filing. Find an old Assuredpartners Investment Advisors 401(k)
Data from the public Form 5500 annual reports Assuredpartners Investment Advisors 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 Assuredpartners Investment Advisors. Not financial advice. Report a correction · Methodology