Ategrity Specialty Insurance Com 401(k) match, vesting and fees
What Ategrity Specialty Insurance Com'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Ategrity Specialty Insurance Com: employer contribution per participant | $1,070 | |
| Peer median | $2,868 |
| Ategrity Specialty Insurance Com: average balance | $45,668 | |
| Peer median | $95,281 |
| Ategrity Specialty Insurance Com: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.22% |
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 $7.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 197 | $7.4M | $172K | $1,070 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Ategrity Specialty Insurance Com match 401(k) contributions?
The match terms for the Ategrity Specialty Insurance Company have not been published from its filing yet. The plan year 2024 filing reports $172K in employer contributions, about $1,070 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ategrity Specialty Insurance Com 401(k) match vested?
The vesting schedule for the Ategrity Specialty Insurance Company is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ategrity Specialty Insurance Com 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Ategrity Specialty Insurance Com.
I left Ategrity Specialty Insurance Com. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ategrity Specialty Insurance Com, (480) 237-4476) or the recordkeeper, ADP, Inc.. The Ategrity Specialty Insurance Com old 401(k) page lists the contacts from every plan filing. Find an old Ategrity Specialty Insurance Com 401(k)
Data from the public Form 5500 annual reports Ategrity Specialty Insurance Com 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 Ategrity Specialty Insurance Com. Not financial advice. Report a correction · Methodology