Claim Assist Solutions 401(k) match, vesting and fees
What Claim Assist Solutions' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Sol Schwartz & Associates PC (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 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Claim Assist Solutions: employer contribution per participant | $1,994 | |
| Peer median | $2,935 |
| Claim Assist Solutions: average balance | $16,492 | |
| Peer median | $92,770 |
| Claim Assist Solutions: admin expenses ÷ assets | 0.21% | |
| 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 $564K at the end of plan year 2022 to $8.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,520 | $8.6M | $1M | $1,994 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 1,157 | $4.6M | $707K | $1,821 | 1.02% | Not published | Form 5500 ↗ |
| 2022 | 239 | $564K | $202K | $844 | 0.10% | Not published | 5500-SF ↗ |
Common questions
Does Claim Assist Solutions match 401(k) contributions?
The match terms for the Claim Assist Solutions, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $1,994 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Claim Assist Solutions 401(k) match vested?
The vesting schedule for the Claim Assist Solutions, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Claim Assist Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Claim Assist Solutions, LLC.
I left Claim Assist Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Claim Assist Solutions, LLC, (830) 331-1626) or the recordkeeper, The Vanguard Group, Inc.. The Claim Assist Solutions old 401(k) page lists the contacts from every plan filing. Find an old Claim Assist Solutions 401(k)
Data from the public Form 5500 annual reports Claim Assist Solutions filed with the U.S. Department of Labor (plan years 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 Claim Assist Solutions. Not financial advice. Report a correction · Methodology