Greatamerica Financial Services 401(k) match, vesting and fees
What Greatamerica Financial Services' 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Greatamerica Financial Services: employer contribution per participant | $6,044 | |
| Peer median | $1,449 |
| Greatamerica Financial Services: average balance | $202,023 | |
| Peer median | $44,821 |
| Greatamerica Financial Services: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.36% |
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 $144M at the end of plan year 2021 to $179M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 910 | $179M | $5.3M | $6,044 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 869 | $154M | $5.2M | $6,250 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 814 | $126M | $4.6M | $5,890 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 723 | $144M | $3.9M | $5,485 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Greatamerica Financial Services match 401(k) contributions?
The match terms for the Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $6,044 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Greatamerica Financial Services 401(k) match vested?
The vesting schedule for the Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greatamerica Financial Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Greatamerica Financial Services Corporation.
I left Greatamerica Financial Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greatamerica Financial Services Corporation, (319) 365-8000) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Greatamerica Financial Services old 401(k) page lists the contacts from every plan filing. Find an old Greatamerica Financial Services 401(k)
Data from the public Form 5500 annual reports Greatamerica Financial Services 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 Greatamerica Financial Services. Not financial advice. Report a correction · Methodology