James G. Parker Insurance Associates 401(k) match, vesting and fees
What James G. Parker Insurance Associates' 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 | Great West Life and Annuity | Schedule C ↗ |
| Independent auditor | Cuttone & Mastro (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| James G. Parker Insurance Associates: employer contribution per participant | $606 | |
| Peer median | $2,868 |
| James G. Parker Insurance Associates: average balance | $73,788 | |
| Peer median | $95,281 |
| James G. Parker Insurance Associates: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.22% |
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 $14.6M at the end of plan year 2021 to $17.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 234 | $17.3M | $142K | $606 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 236 | $16.5M | $134K | $599 | 0.40% | Not published | Form 5500 ↗ |
| 2022 | 252 | $13.4M | $123K | $513 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 231 | $14.6M | $122K | $1,816 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does James G. Parker Insurance Associates match 401(k) contributions?
The match terms for the James G. Parker Insurance Associates Employees 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $142K in employer contributions, about $606 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the James G. Parker Insurance Associates 401(k) match vested?
The vesting schedule for the James G. Parker Insurance Associates Employees 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the James G. Parker Insurance Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Great West Life and Annuity. The plan administrator is James G. Parker Insurance Associates.
I left James G. Parker Insurance Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (James G. Parker Insurance Associates, (559) 241-7700) or the recordkeeper, Great West Life and Annuity. The James G. Parker Insurance Associates old 401(k) page lists the contacts from every plan filing. Find an old James G. Parker Insurance Associates 401(k)
Data from the public Form 5500 annual reports James G. Parker Insurance Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 James G. Parker Insurance Associates. Not financial advice. Report a correction · Methodology