# American Integrity Insurance Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/american-integrity-insurance-group-llc-401k-plan

> American Integrity Insurance Group, LLC's 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Integrity Insurance Group, LLC

- **Sponsor EIN:** 205239410

- **Sponsor Address:** 5426 BAY CENTER DRIVE SUITE 600, TAMPA, FL, 336093444

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

- **Total Participants:** 284

- **Total Assets:** $20.2M

## 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|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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$89,313|—|$89,313|

| UBS FINANCIAL SERVICES, INC|INVESTMENT ADVISOR|$49,123|—|$49,123|

| RETIREMENT SOLUTIONS SPECIALISTS|THIRD PARTY ADMINISTRATO|$14,433|—|$14,433|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,307|—|$5,307|

| THOMAS HOWELL FERGUSON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [THOMAS HOWELL FERGUSON](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $158,176

- **Estimated Expense Ratio:** 0.783% 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|

| 2024|$159,858|$49,123|$110,735|—|—|

| 2023|$129,926|$50,752|—|—|—|

| 2022|$131,309|$78,610|$45,808|—|$6,292|

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