Hotchkiss Insurance Managers 401(k) match, vesting and fees
What Hotchkiss Insurance Managers' 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 Insurance Company O | Schedule C ↗ |
| Independent auditor | Still Burton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Hotchkiss Insurance Managers: employer contribution per participant | $1,968 | |
| Peer median | $3,122 |
| Hotchkiss Insurance Managers: average balance | $120,484 | |
| Peer median | $111,687 |
| Hotchkiss Insurance Managers: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.20% |
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 $18.8M at the end of plan year 2021 to $27.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 236 | $27.8M | $455K | $1,968 | 0.30% | Not published | Form 5500 ↗ |
| 2024 | 201 | $22.9M | $408K | $2,062 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 184 | $20.1M | $266K | $1,447 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 160 | $16.6M | $347K | $2,183 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 159 | $18.8M | $324K | $2,117 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Hotchkiss Insurance Managers match 401(k) contributions?
The match terms for the Hotchkiss Insurance Managers, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $455K in employer contributions, about $1,968 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hotchkiss Insurance Managers 401(k) match vested?
The vesting schedule for the Hotchkiss Insurance Managers, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hotchkiss Insurance Managers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Hotchkiss Insurance Managers.
I left Hotchkiss Insurance Managers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hotchkiss Insurance Managers, (972) 512-7779) or the recordkeeper, Empower Annuity Insurance Company O. The Hotchkiss Insurance Managers old 401(k) page lists the contacts from every plan filing. Find an old Hotchkiss Insurance Managers 401(k)
Data from the public Form 5500 annual reports Hotchkiss Insurance Managers filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Hotchkiss Insurance Managers. Not financial advice. Report a correction · Methodology