SB Investment Advisers (US) 401(k) match, vesting and fees
What SB Investment Advisers (US)'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 | Empower Advisors Insurance Company | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt 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 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| SB Investment Advisers (US): employer contribution per participant | $14,322 | |
| Peer median | $2,664 |
| SB Investment Advisers (US): average balance | $162,754 | |
| Peer median | $119,448 |
| SB Investment Advisers (US): admin expenses ÷ assets | 0.23% | |
| Peer median | 0.09% |
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 $94.3M at the end of plan year 2023 to $179M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,131 | $179M | $15.8M | $14,322 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 1,081 | $133M | $11.9M | $11,215 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 961 | $94.3M | $8.2M | $8,756 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does SB Investment Advisers (US) match 401(k) contributions?
The match terms for the Sb US 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $15.8M in employer contributions, about $14,322 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SB Investment Advisers (US) 401(k) match vested?
The vesting schedule for the Sb US 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SB Investment Advisers (US) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Advisors Insurance Company. The plan administrator is Sb Investment Advisers (Us) Inc..
I left SB Investment Advisers (US). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sb Investment Advisers (Us) Inc., (626) 922-1306) or the recordkeeper, Empower Advisors Insurance Company. The SB Investment Advisers (US) old 401(k) page lists the contacts from every plan filing. Find an old SB Investment Advisers (US) 401(k)
Data from the public Form 5500 annual reports SB Investment Advisers (US) 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 SB Investment Advisers (US). Not financial advice. Report a correction · Methodology