First Command Financial Planning 401(k) match, vesting and fees
What First Command Financial Planning'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Weaver & Tidwell, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| First Command Financial Planning: employer contribution per participant | $9,417 | |
| Peer median | $2,966 |
| First Command Financial Planning: average balance | $199,346 | |
| Peer median | $104,792 |
| First Command Financial Planning: admin expenses ÷ assets | 0.07% | |
| 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 $132M at the end of plan year 2021 to $208M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,088 | $208M | $9.8M | $9,417 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,070 | $177M | $9.1M | $9,100 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 974 | $156M | $7.6M | $8,233 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 966 | $132M | $7M | $7,444 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does First Command Financial Planning match 401(k) contributions?
The match terms for the First Command Financial Planning, Inc. 401(K)-Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $9.8M in employer contributions, about $9,417 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the First Command Financial Planning 401(k) match vested?
The vesting schedule for the First Command Financial Planning, Inc. 401(K)-Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the First Command Financial Planning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is First Command Financial Planning, Inc..
I left First Command Financial Planning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (First Command Financial Planning, Inc., (817) 569-2344) or the recordkeeper, Principal Life Insurance Company. The First Command Financial Planning old 401(k) page lists the contacts from every plan filing. Find an old First Command Financial Planning 401(k)
Data from the public Form 5500 annual reports First Command Financial Planning 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 First Command Financial Planning. Not financial advice. Report a correction · Methodology