Mutual of Omaha Mortgage 401(k) match, vesting and fees
What Mutual of Omaha Mortgage'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 | Accelerate Investment Advisors LLC | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Mutual of Omaha Mortgage: employer contribution per participant | $2,823 | |
| Peer median | $3,266 |
| Mutual of Omaha Mortgage: average balance | $71,781 | |
| Peer median | $137,177 |
| Mutual of Omaha Mortgage: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.08% |
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 $41.5M at the end of plan year 2021 to $87M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,806 | $87M | $3.4M | $2,823 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 1,574 | $67.9M | $2.7M | $2,429 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 1,440 | $54.1M | $2.3M | $2,178 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 1,375 | $40.8M | $2.7M | $2,648 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 1,477 | $41.5M | $3.6M | $3,415 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Mutual of Omaha Mortgage match 401(k) contributions?
The match terms for the Mutual of Omaha Mortgage 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3.4M in employer contributions, about $2,823 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mutual of Omaha Mortgage 401(k) match vested?
The vesting schedule for the Mutual of Omaha Mortgage 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mutual of Omaha Mortgage 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Accelerate Investment Advisors LLC. The plan administrator is Pentegra Retirement Services, Inc..
I left Mutual of Omaha Mortgage. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Retirement Services, Inc., (844) 367-2848) or the recordkeeper, Accelerate Investment Advisors LLC. The Mutual of Omaha Mortgage old 401(k) page lists the contacts from every plan filing. Find an old Mutual of Omaha Mortgage 401(k)
Data from the public Form 5500 annual reports Mutual of Omaha Mortgage 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 Mutual of Omaha Mortgage. Not financial advice. Report a correction · Methodology