# American Institute For Chartered Property Casualty Underwriter 401(k) Plan
Source: https://planprovider.pro/companies/american-institute-for-chartered-property-casualty-underwriter-401k-plan

> American Institute For Chartered Property Casualty Underwriter's 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Overbrook School For The Blind](https://planprovider.pro/companies/overbrook-school-for-the-blind-403b-plan) — 250 participants

- [University Of Scranton](https://planprovider.pro/companies/university-of-scranton-plan-001) — 255 participants

- [Springside Chestnut Hill Academy](https://planprovider.pro/companies/springside-chestnut-hill-academy-403b-plan) — 249 participants

- [Educationworks INC.](https://planprovider.pro/companies/educationworks-inc-401k-plan) — 249 participants

- [The Hill School](https://planprovider.pro/companies/the-hill-school-403b-plan) — 249 participants

- [Lancaster Bible College](https://planprovider.pro/companies/lancaster-bible-college-403b-plan) — 244 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-institute-for-chartered-property-casualty-underwriter-401k-plan)

© 2026 PlanProvider.Pro