Custard Insurance Adjusters 401(k) match, vesting and fees
What Custard Insurance Adjusters' 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 | Voya Retirement Insurance and Annui | Schedule C ↗ |
| Independent auditor | Jarrard, Nowell & Russell, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Custard Insurance Adjusters: employer contribution per participant | $1,194 | |
| Peer median | $3,090 |
| Custard Insurance Adjusters: average balance | $59,018 | |
| Peer median | $119,169 |
| Custard Insurance Adjusters: admin expenses ÷ assets | 0.06% | |
| 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 $40.2M at the end of plan year 2021 to $49.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,013 | $49.9M | $1M | $1,194 | 0.06% | Not published | Form 5500 ↗ |
| 2024 | 977 | $45.9M | $918K | $1,108 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 896 | $40.7M | $891K | $1,171 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 810 | $33.9M | $831K | $1,189 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 811 | $40.2M | $652K | $970 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Custard Insurance Adjusters match 401(k) contributions?
The match terms for the Custard Insurance Adjusters Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $1M in employer contributions, about $1,194 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Custard Insurance Adjusters 401(k) match vested?
The vesting schedule for the Custard Insurance Adjusters Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Custard Insurance Adjusters 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Retirement Insurance and Annui. The plan administrator is Custard Insurance Adjusters, Inc..
I left Custard Insurance Adjusters. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Custard Insurance Adjusters, Inc., (770) 368-3366) or the recordkeeper, Voya Retirement Insurance and Annui. The Custard Insurance Adjusters old 401(k) page lists the contacts from every plan filing. Find an old Custard Insurance Adjusters 401(k)
Data from the public Form 5500 annual reports Custard Insurance Adjusters filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Custard Insurance Adjusters. Not financial advice. Report a correction · Methodology