# Allied World Assurance Company (U.S.) INC. 401(k) Plan
Source: https://planprovider.pro/companies/allied-world-assurance-company-u-s-inc-401k-plan

> Allied World Assurance Company (U.S.) INC.'s 401(k) plan: 884 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied World Assurance Company (U.S.) INC.

- **Sponsor EIN:** 954387273

- **Sponsor Address:** 199 WATER STREET, NEW YORK, NY, 10038

- **Plan Type:** 401(k)

- **Total Participants:** 884

- **Total Assets:** $309.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|884|$309.6M|$9.0M|$12.4M|

| 2023|868|$264.6M|$8.5M|$11.7M|

| 2022|848|$208.5M|$7.7M|$10.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GRASSI & CO., CPA'S P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRASSI & CO., CPA'S P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Jencap Group](https://planprovider.pro/companies/jencap-group-401k-plan) — 1,128 participants

- [Privilege Underwriters, INC.](https://planprovider.pro/companies/privilege-underwriters-inc-401k-plan) — 1,133 participants

- [Lawley, LLC](https://planprovider.pro/companies/lawley-llc-401k-plan) — 568 participants

- [Hiscox INC.](https://planprovider.pro/companies/hiscox-inc-401k-plan) — 482 participants

- [Fetch, INC.](https://planprovider.pro/companies/fetch-inc-401k-plan) — 308 participants

- [C.V. Starr & Company, INC.](https://planprovider.pro/companies/c-v-starr-company-inc-plan) — 1,662 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allied-world-assurance-company-u-s-inc-401k-plan)

© 2026 PlanProvider.Pro