Platte Valley Financial Service Companies 401(k) match, vesting and fees
What Platte Valley Financial Service Companies' 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Platte Valley Financial Service Companies: employer contribution per participant | $2,953 | |
| Peer median | $3,090 |
| Platte Valley Financial Service Companies: average balance | $84,125 | |
| Peer median | $119,169 |
| Platte Valley Financial Service Companies: admin expenses ÷ assets | 0.11% | |
| 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 $43.6M at the end of plan year 2021 to $47.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 576 | $47.7M | $1.7M | $2,953 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 522 | $44.7M | $1.5M | $2,926 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 527 | $42M | $1.3M | $2,618 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 482 | $38.8M | $1.2M | $2,611 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 459 | $43.6M | $1.1M | $2,523 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Platte Valley Financial Service Companies match 401(k) contributions?
The match terms for the Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $2,953 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Platte Valley Financial Service Companies 401(k) match vested?
The vesting schedule for the Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Platte Valley Financial Service Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Milliman, Inc.. The plan administrator is Platte Valley Financial Service Companies, Inc..
I left Platte Valley Financial Service Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Platte Valley Financial Service Companies, Inc., (308) 633-9733) or the recordkeeper, Milliman, Inc.. The Platte Valley Financial Service Companies old 401(k) page lists the contacts from every plan filing. Find an old Platte Valley Financial Service Companies 401(k)
Data from the public Form 5500 annual reports Platte Valley Financial Service Companies 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 Platte Valley Financial Service Companies. Not financial advice. Report a correction · Methodology