Private Client Select Insurance Services 401(k) match, vesting and fees
What Private Client Select Insurance 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 | ADP, Inc | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (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 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Private Client Select Insurance Services: employer contribution per participant | $7,823 | |
| Peer median | $3,090 |
| Private Client Select Insurance Services: average balance | $181,128 | |
| Peer median | $119,169 |
| Private Client Select Insurance Services: 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 $72.6M at the end of plan year 2023 to $92.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 948 | $92.9M | $4M | $7,823 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 467 | $87M | $4.4M | $9,843 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 394 | $72.6M | $1.5M | $3,844 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Private Client Select Insurance Services match 401(k) contributions?
The match terms for the Private Client Select Insurance Services LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $4M in employer contributions, about $7,823 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Private Client Select Insurance Services 401(k) match vested?
The vesting schedule for the Private Client Select Insurance Services LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Private Client Select Insurance Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc. The plan administrator is Private Client Select Insurance Services LLC.
I left Private Client Select Insurance Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Private Client Select Insurance Services LLC, (445) 218-6651) or the recordkeeper, ADP, Inc. The Private Client Select Insurance Services old 401(k) page lists the contacts from every plan filing. Find an old Private Client Select Insurance Services 401(k)
Data from the public Form 5500 annual reports Private Client Select Insurance Services filed with the U.S. Department of Labor (plan years 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 Private Client Select Insurance Services. Not financial advice. Report a correction · Methodology