Insero Advisors 401(k) match, vesting and fees
What Insero Advisors' 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 | Jeffrey L Offhaus Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Insero Advisors: employer contribution per participant | $2,076 | |
| Peer median | $2,719 |
| Insero Advisors: average balance | $159,584 | |
| Peer median | $85,424 |
| Insero Advisors: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $27.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 183 | $27.4M | $357K | $2,076 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Insero Advisors match 401(k) contributions?
The match terms for the Insero Advisors, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $357K in employer contributions, about $2,076 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Insero Advisors 401(k) match vested?
The vesting schedule for the Insero Advisors, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Insero Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Insero Advisors, LLC.
I left Insero Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Insero Advisors, LLC, (800) 232-9547) or the recordkeeper, Fidelity Investments Institutional. The Insero Advisors old 401(k) page lists the contacts from every plan filing. Find an old Insero Advisors 401(k)
Data from the public Form 5500 annual reports Insero Advisors filed with the U.S. Department of Labor (plan years 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 Insero Advisors. Not financial advice. Report a correction · Methodology