Peak6 Insurtech Services 401(k) match, vesting and fees
What Peak6 Insurtech Services' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Peak6 Insurtech Services: employer contribution per participant | $1,278 | |
| Peer median | $2,868 |
| Peak6 Insurtech Services: average balance | $32,906 | |
| Peer median | $95,281 |
| Peak6 Insurtech Services: admin expenses ÷ assets | 0.19% | |
| 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 $23.9M at the end of plan year 2022 to $15.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 553 | $15.1M | $585K | $1,278 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 626 | $15.6M | $1.1M | $2,039 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 869 | $23.9M | $542K | $698 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Peak6 Insurtech Services match 401(k) contributions?
The match terms for the Peak6 Insurtech Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $585K in employer contributions, about $1,278 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Peak6 Insurtech Services 401(k) match vested?
The vesting schedule for the Peak6 Insurtech Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Peak6 Insurtech Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Peak6 Insurtech Services LLC.
I left Peak6 Insurtech Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Peak6 Insurtech Services LLC, (312) 444-8865) or the recordkeeper, Fidelity Investments Institutional. The Peak6 Insurtech Services old 401(k) page lists the contacts from every plan filing. Find an old Peak6 Insurtech Services 401(k)
Data from the public Form 5500 annual reports Peak6 Insurtech Services filed with the U.S. Department of Labor (plan years 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 Peak6 Insurtech Services. Not financial advice. Report a correction · Methodology