Warner Pacific Insurance Service 401(k) match, vesting and fees
What Warner Pacific Insurance Service'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt 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 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Warner Pacific Insurance Service: employer contribution per participant | $2,991 | |
| Peer median | $3,090 |
| Warner Pacific Insurance Service: average balance | $122,379 | |
| Peer median | $119,169 |
| Warner Pacific Insurance Service: admin expenses ÷ assets | 0.13% | |
| 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 $40.4M at the end of plan year 2021 to $66M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 715 | $66M | $1.6M | $2,991 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 574 | $49.4M | $581K | $1,343 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 406 | $45.5M | $522K | $1,441 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 382 | $36.9M | $462K | $1,348 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 345 | $40.4M | $413K | $1,382 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Warner Pacific Insurance Service match 401(k) contributions?
The match terms for the Warner Pacific Insurance Services, Inc. Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.6M in employer contributions, about $2,991 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Warner Pacific Insurance Service 401(k) match vested?
The vesting schedule for the Warner Pacific Insurance Services, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Warner Pacific Insurance Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc.. The plan administrator is Warner Pacific Insurance Service.
I left Warner Pacific Insurance Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Warner Pacific Insurance Service, (818) 225-0101) or the recordkeeper, ADP, Inc.. The Warner Pacific Insurance Service old 401(k) page lists the contacts from every plan filing. Find an old Warner Pacific Insurance Service 401(k)
Data from the public Form 5500 annual reports Warner Pacific Insurance Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Warner Pacific Insurance Service. Not financial advice. Report a correction · Methodology