Claims Services Group 401(k) match, vesting and fees
What Claims 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 134 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Claims Services Group: employer contribution per participant | $1,304 | |
| Peer median | $2,514 |
| Claims Services Group: average balance | $62,093 | |
| Peer median | $122,517 |
| Claims Services Group: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.05% |
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 $288M at the end of plan year 2023 to $315M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,434 | $315M | $6.6M | $1,304 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 5,355 | $288M | $5.5M | $1,055 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Claims Services Group match 401(k) contributions?
The match terms for the Solera Holdings, LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $6.6M in employer contributions, about $1,304 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Claims Services Group 401(k) match vested?
The vesting schedule for the Solera Holdings, LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Claims Services Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Claims Services Group, LLC.
I left Claims Services Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Claims Services Group, LLC, (385) 695-2701) or the recordkeeper, Fidelity Investments Institutional. The Claims Services Group old 401(k) page lists the contacts from every plan filing. Find an old Claims Services Group 401(k)
Data from the public Form 5500 annual reports Claims Services Group 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 Claims Services Group. Not financial advice. Report a correction · Methodology