Superior Insurance Partners 401(k) match, vesting and fees
What Superior Insurance Partners' 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 | Plante & Moran, PLLC (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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Superior Insurance Partners: employer contribution per participant | $1,530 | |
| Peer median | $2,868 |
| Superior Insurance Partners: average balance | $17,927 | |
| Peer median | $95,281 |
| Superior Insurance Partners: admin expenses ÷ assets | 1.10% | |
| Peer median | 0.22% |
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 $321K at the end of plan year 2022 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 254 | $4.5M | $385K | $1,530 | 1.10% | Not published | Form 5500 ↗ |
| 2023 | 137 | $1.9M | $177K | $1,465 | 1.27% | Not published | 5500-SF ↗ |
| 2022 | 69 | $321K | $73K | $1,087 | 1.16% | Not published | 5500-SF ↗ |
Common questions
Does Superior Insurance Partners match 401(k) contributions?
The match terms for the Superior Insurance Partners, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $385K in employer contributions, about $1,530 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Superior Insurance Partners 401(k) match vested?
The vesting schedule for the Superior Insurance Partners, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Superior Insurance Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Superior Insurance Partners, LLC.
I left Superior Insurance Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Superior Insurance Partners, LLC, (312) 668-0035) or the recordkeeper, Principal Life Insurance Company. The Superior Insurance Partners old 401(k) page lists the contacts from every plan filing. Find an old Superior Insurance Partners 401(k)
Data from the public Form 5500 annual reports Superior Insurance Partners filed with the U.S. Department of Labor (plan years 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 Superior Insurance Partners. Not financial advice. Report a correction · Methodology