Doxa Insurance Holdings 401(k) match, vesting and fees
What Doxa Insurance Holdings' 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 | Katz, Sapper & Miller, LLP (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.
| Doxa Insurance Holdings: employer contribution per participant | $3,389 | |
| Peer median | $3,090 |
| Doxa Insurance Holdings: average balance | $106,417 | |
| Peer median | $119,169 |
| Doxa Insurance Holdings: admin expenses ÷ assets | 0.32% | |
| 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 $39.9M at the end of plan year 2023 to $63.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 690 | $63.2M | $2M | $3,389 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 566 | $53.1M | $1.8M | $3,242 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 457 | $39.9M | $1.3M | $2,958 | 0.28% | Not published | Form 5500 ↗ |
Other Doxa Insurance Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Doxa Insurance Holdings, LLC 401(k) 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.
| Independent auditor | Katz, Sapper & Miller, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Doxa Insurance Holdings match 401(k) contributions?
The match terms for the Doxa Insurance Holdings, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $3,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Doxa Insurance Holdings 401(k) match vested?
The vesting schedule for the Doxa Insurance Holdings, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Doxa Insurance Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Doxa Insurance Holdings, LLC.
I left Doxa Insurance Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Doxa Insurance Holdings, LLC, (805) 566-9191) or the recordkeeper, Fidelity Investments Institutional. The Doxa Insurance Holdings old 401(k) page lists the contacts from every plan filing. Find an old Doxa Insurance Holdings 401(k)
Data from the public Form 5500 annual reports Doxa Insurance Holdings 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 Doxa Insurance Holdings. Not financial advice. Report a correction · Methodology