Csaa Insurance Services 401(k) match, vesting and fees
What Csaa Insurance 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Crowe 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 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Csaa Insurance Services: employer contribution per participant | $7,331 | |
| Peer median | $3,354 |
| Csaa Insurance Services: average balance | $174,208 | |
| Peer median | $126,365 |
| Csaa Insurance Services: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.06% |
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 $752M at the end of plan year 2021 to $872M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,287 | $872M | $36.7M | $7,331 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 4,976 | $755M | $26.6M | $5,597 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 4,792 | $647M | $32.4M | $6,762 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 4,655 | $752M | $29.6M | $6,398 | 0.04% | Not published | Form 5500 ↗ |
Other Csaa Insurance Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Csaa Insurance Group Cash Balance Retirement Plan
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Csaa Insurance Services match 401(k) contributions?
The match terms for the Csaa Insurance Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $36.7M in employer contributions, about $7,331 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Csaa Insurance Services 401(k) match vested?
The vesting schedule for the Csaa Insurance Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Csaa Insurance Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Csaa Insurance Services, Inc..
I left Csaa Insurance Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Csaa Insurance Services, Inc., (925) 279-4745) or the recordkeeper, Principal Life Insurance Company. The Csaa Insurance Services old 401(k) page lists the contacts from every plan filing. Find an old Csaa Insurance Services 401(k)
Data from the public Form 5500 annual reports Csaa Insurance 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 Csaa Insurance Services. Not financial advice. Report a correction · Methodology