Fortegra Financial 401(k) match, vesting and fees
What Fortegra Financial'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 | Ennis Pellum & Assoc. PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Fortegra Financial: employer contribution per participant | $1,218 | |
| Peer median | $2,935 |
| Fortegra Financial: average balance | $74,459 | |
| Peer median | $92,770 |
| Fortegra Financial: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.15% |
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 $36.1M at the end of plan year 2021 to $43M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 618 | $43M | $703K | $1,218 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 602 | $38.9M | $611K | $1,098 | — | Not published | Form 5500 ↗ |
| 2022 | 557 | $31.3M | $546K | $1,067 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 520 | $36.1M | $238K | $491 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Fortegra Financial match 401(k) contributions?
The match terms for the Fortegra Financial Corporation 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $703K in employer contributions, about $1,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fortegra Financial 401(k) match vested?
The vesting schedule for the Fortegra Financial Corporation 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fortegra Financial 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Fortegra Financial Corporation.
I left Fortegra Financial. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fortegra Financial Corporation, (904) 350-9660) or the recordkeeper, Fidelity Investments Institutional. The Fortegra Financial old 401(k) page lists the contacts from every plan filing. Find an old Fortegra Financial 401(k)
Data from the public Form 5500 annual reports Fortegra Financial 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 Fortegra Financial. Not financial advice. Report a correction · Methodology