Intrust Financial 401(k) match, vesting and fees
What Intrust Financial'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 | Intrust Bank, N.A. | Schedule C ↗ |
| Independent auditor | Gj & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Intrust Financial: employer contribution per participant | $3,921 | |
| Peer median | $2,966 |
| Intrust Financial: average balance | $174,049 | |
| Peer median | $104,792 |
| Intrust Financial: admin expenses ÷ assets | 0.01% | |
| 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 $184M at the end of plan year 2023 to $206M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,183 | $206M | $4.6M | $3,921 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,180 | $184M | $4.4M | $3,763 | 0.01% | Not published | Form 5500 ↗ |
Other Intrust Financial plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Intrust Financial Corporation Employees' Retirement 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.
| Independent auditor | Gj & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Intrust Financial match 401(k) contributions?
The match terms for the Intrust 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.6M in employer contributions, about $3,921 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Intrust Financial 401(k) match vested?
The vesting schedule for the Intrust 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Intrust Financial 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Intrust Bank, N.A.. The plan administrator is Intrust Financial Corporation.
I left Intrust Financial. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Intrust Financial Corporation, (316) 383-1188) or the recordkeeper, Intrust Bank, N.A.. The Intrust Financial old 401(k) page lists the contacts from every plan filing. Find an old Intrust Financial 401(k)
Data from the public Form 5500 annual reports Intrust Financial 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 Intrust Financial. Not financial advice. Report a correction · Methodology