Plan Snapshot
- Plan Sponsor: American Integrity Insurance Group, LLC
- Sponsor EIN: 205239410
- Sponsor Address: 3000 BAYPORT DRIVE, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 388
- Total Assets: $25.0M
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. |
|---|---|---|---|---|
| 2025 | 388 | $25.0M | $0 | $0 |
| 2024 | 284 | $20.2M | $942,702 | $1.9M |
| 2023 | 262 | $17.5M | $790,277 | $1.7M |
| 2022 | 245 | $15.4M | $731,815 | $1.5M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | Investment Advisor | $57,609 | — | $57,609 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $29,496 | — | $29,496 |
| RETIREMENT SOLUTIONS SPECIALISTS | Recordkeeper | $17,077 | — | $17,077 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,940 | — | $8,940 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,122
- Estimated Expense Ratio: 0.453% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $2,422,682 | $57,609 | $131,166 | — | — |
| 2024 | $159,858 | $49,123 | $110,735 | — | — |
| 2023 | $129,926 | $50,752 | — | — | — |
| 2022 | $131,309 | $78,610 | $45,808 | — | $6,292 |