Interstate Auto Group 401(k) match, vesting and fees
What Interstate Auto Group's 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen 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 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Interstate Auto Group: employer contribution per participant | $526 | |
| Peer median | $1,247 |
| Interstate Auto Group: average balance | $54,801 | |
| Peer median | $56,979 |
| Interstate Auto Group: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.43% |
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 $10M at the end of plan year 2021 to $12.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 240 | $12.7M | $122K | $526 | 0.44% | Not published | Form 5500 ↗ |
| 2024 | 288 | $11.8M | $139K | $493 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 278 | $10.3M | $181K | $655 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 292 | $8.5M | $182K | $637 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 256 | $10M | $165K | $653 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Interstate Auto Group match 401(k) contributions?
The match terms for the Interstate Auto Group, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $122K in employer contributions, about $526 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Interstate Auto Group 401(k) match vested?
The vesting schedule for the Interstate Auto Group, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Interstate Auto Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is Interstate Auto Group, Inc..
I left Interstate Auto Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Interstate Auto Group, Inc., (402) 477-6700) or the recordkeeper, Stancorp Financial Group. The Interstate Auto Group old 401(k) page lists the contacts from every plan filing. Find an old Interstate Auto Group 401(k)
Data from the public Form 5500 annual reports Interstate Auto Group 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 Interstate Auto Group. Not financial advice. Report a correction · Methodology