Insperity Holdings 401(k) match, vesting and fees
What Insperity Holdings' 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 | Insperity Retirement Services | Schedule C ↗ |
| Independent auditor | Crowe 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 16 defined-contribution plans in professional, scientific, and technical services with 50,000 or more participants.
| Insperity Holdings: employer contribution per participant | $2,676 | |
| Peer median | $2,523 |
| Insperity Holdings: average balance | $57,897 | |
| Peer median | $154,750 |
| Insperity Holdings: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.04% |
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 $8.1B at the end of plan year 2023 to $9.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 231,912 | $9.4B | $434M | $2,676 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 229,666 | $8.1B | $420M | $2,675 | 0.12% | Not published | Form 5500 ↗ |
Other Insperity Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Insperity Corporate 401k Plan
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 | Insperity Retirement Services | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Insperity Holdings match 401(k) contributions?
The match terms for the Insperity 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $434M in employer contributions, about $2,676 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Insperity Holdings 401(k) match vested?
The vesting schedule for the Insperity 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Insperity Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Insperity Retirement Services. The plan administrator is Insperity Benefits Plan Committee.
I left Insperity Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Insperity Benefits Plan Committee, (866) 639-0017) or the recordkeeper, Insperity Retirement Services. The Insperity Holdings old 401(k) page lists the contacts from every plan filing. Find an old Insperity Holdings 401(k)
Data from the public Form 5500 annual reports Insperity Holdings filed with the U.S. Department of Labor (plan years 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 Insperity Holdings. Not financial advice. Report a correction · Methodology