Service First Insurance Group 401(k) match, vesting and fees
What Service First Insurance Group'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 Annuity Insurance Co of Am | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Service First Insurance Group: employer contribution per participant | $4,223 | |
| Peer median | $2,051 |
| Service First Insurance Group: average balance | $98,596 | |
| Peer median | $71,053 |
| Service First Insurance Group: admin expenses ÷ assets | 0.50% | |
| Peer median | 0.25% |
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 $20.7M at the end of plan year 2021 to $30.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 369 | $30.2M | $1.3M | $4,223 | 0.50% | Not published | Form 5500 ↗ |
| 2023 | 333 | $26.2M | $1.3M | $4,147 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 332 | $21.4M | $1.1M | $3,612 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 313 | $20.7M | $980K | $4,601 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Service First Insurance Group match 401(k) contributions?
The match terms for the Insure Homes Parent, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $4,223 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Service First Insurance Group 401(k) match vested?
The vesting schedule for the Insure Homes Parent, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Service First Insurance Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co of Am. The plan administrator is Service First Insurance Group, LLC.
I left Service First Insurance Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Service First Insurance Group, LLC, (717) 892-6460) or the recordkeeper, Empower Annuity Insurance Co of Am. The Service First Insurance Group old 401(k) page lists the contacts from every plan filing. Find an old Service First Insurance Group 401(k)
Data from the public Form 5500 annual reports Service First Insurance Group filed with the U.S. Department of Labor (plan years 2021 and 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 Service First Insurance Group. Not financial advice. Report a correction · Methodology