# American Independent Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-independent-companies-inc-401k-plan

> American Independent Companies, INC.'s 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Independent Companies, INC.

- **Sponsor EIN:** 201899751

- **Sponsor Address:** 1400 UNION MEETING ROAD SUITE 250, BLUE BELL, PA, 19422

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

- **Total Participants:** 75

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|75|$11.5M|$0|$200,161|

| 2023|77|$11.6M|$0|$224,987|

| 2022|105|$11.1M|$0|$313,335|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|$1,286|—|—|—|—|

| 2023|$2,057|—|—|—|—|

| 2022|$801|—|$801|—|—|

## Similar Plans

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-038) — 75 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-027) — 74 participants

- [Stevens Capital Management LP](https://planprovider.pro/companies/stevens-capital-management-lp-401k-plan) — 62 participants

- [Hirtle, Callaghan & Co., LLC](https://planprovider.pro/companies/hirtle-callaghan-co-llc-401k-plan) — 92 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-036) — 93 participants

- [Mycio Wealth Partners LLC](https://planprovider.pro/companies/mycio-wealth-partners-llc-401k-plan) — 96 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-independent-companies-inc-401k-plan)

© 2026 PlanProvider.Pro