Plan Snapshot
- Plan Sponsor: American Institute For Chartered Property Casualty Underwriter
- Sponsor EIN: 231352012
- Sponsor Address: 720 PROVIDENCE ROAD, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $81.0M
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 | 252 | $81.0M | $3.1M | $2.5M |
| 2023 | 285 | $74.0M | $2.9M | $2.2M |
| 2022 | 265 | $61.5M | $2.5M | $2.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | Auditor | — | — | $0 |
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 | $10,380 | — | $10,380 | — | — |
| 2023 | $2,831 | — | $2,831 | — | — |
| 2022 | $2,661 | — | $2,661 | — | — |