High Street Insurance Partners 401(k) match, vesting and fees
What High Street Insurance Partners' 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 | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| High Street Insurance Partners: employer contribution per participant | $2,896 | |
| Peer median | $2,966 |
| High Street Insurance Partners: average balance | $71,855 | |
| Peer median | $104,792 |
| High Street Insurance Partners: 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 $48.4M at the end of plan year 2022 to $148M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,495 | $148M | $5.9M | $2,896 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 2,110 | $111M | $4.7M | $2,705 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 1,135 | $48.4M | $2M | $2,229 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does High Street Insurance Partners match 401(k) contributions?
The match terms for the High Street Insurance Partners 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.9M in employer contributions, about $2,896 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the High Street Insurance Partners 401(k) match vested?
The vesting schedule for the High Street Insurance Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the High Street Insurance Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of America. The plan administrator is High Street Insurance Partners, Inc..
I left High Street Insurance Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (High Street Insurance Partners, Inc., (616) 465-2181) or the recordkeeper, Empower Annuity Ins Co of America. The High Street Insurance Partners old 401(k) page lists the contacts from every plan filing. Find an old High Street Insurance Partners 401(k)
Data from the public Form 5500 annual reports High Street Insurance Partners filed with the U.S. Department of Labor (plan years 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 High Street Insurance Partners. Not financial advice. Report a correction · Methodology