Grange Insurance Association 401(k) match, vesting and fees
What Grange Insurance Association'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 | Clark Nuber, Ps (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Grange Insurance Association: employer contribution per participant | $7,336 | |
| Peer median | $2,868 |
| Grange Insurance Association: average balance | $204,985 | |
| Peer median | $95,281 |
| Grange Insurance Association: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.22% |
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 $53.4M at the end of plan year 2021 to $51.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 253 | $51.5M | $1.8M | $7,336 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 258 | $47.8M | $1.5M | $5,761 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 260 | $42.6M | $1.5M | $5,742 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 259 | $53.4M | $1.3M | $5,183 | 0.13% | Not published | Form 5500 ↗ |
Other Grange Insurance Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Retirement Plan for Employees of Grange Insurance Association
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 | Clark Nuber P.S. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Grange Insurance Association match 401(k) contributions?
The match terms for the Grange Insurance Association Savings & Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $7,336 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Grange Insurance Association 401(k) match vested?
The vesting schedule for the Grange Insurance Association Savings & Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Grange Insurance Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Grange Insurance Association.
I left Grange Insurance Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Grange Insurance Association, (206) 448-4911) or the recordkeeper, Fidelity Investments Institutional. The Grange Insurance Association old 401(k) page lists the contacts from every plan filing. Find an old Grange Insurance Association 401(k)
Data from the public Form 5500 annual reports Grange Insurance Association 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 Grange Insurance Association. Not financial advice. Report a correction · Methodology