Strategic America 401(k) match, vesting and fees
What Strategic America'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsenallen (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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Strategic America: employer contribution per participant | $2,458 | |
| Peer median | $2,521 |
| Strategic America: average balance | $170,271 | |
| Peer median | $75,833 |
| Strategic America: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.27% |
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 $25M at the end of plan year 2021 to $27.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 165 | $27.1M | $391K | $2,458 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 164 | $23.4M | $280K | $1,851 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 180 | $22.1M | $451K | $2,654 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 167 | $25M | $425K | $2,688 | 0.47% | Not published | Form 5500 ↗ |
Other Strategic America plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Strategic America, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Strategic America match 401(k) contributions?
The match terms for the Strategic America, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $391K in employer contributions, about $2,458 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Strategic America 401(k) match vested?
The vesting schedule for the Strategic America, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Strategic America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Strategic America, Inc..
I left Strategic America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Strategic America, Inc., (515) 453-2013) or the recordkeeper, Principal Life Insurance Company. The Strategic America old 401(k) page lists the contacts from every plan filing. Find an old Strategic America 401(k)
Data from the public Form 5500 annual reports Strategic America 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 Strategic America. Not financial advice. Report a correction · Methodology