Plan Snapshot
- Plan Sponsor: Amtrust North America INC.
- Sponsor EIN: 043106389
- Sponsor Address: 59 MAIDEN LANE 6TH FLOOR, NEW YORK, NY, 100384653
- Plan Type: 401(k)
- Total Participants: 4,479
- Total Assets: $458.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,479 | $458.1M | $10.1M | $34.6M |
| 2023 | 4,406 | $398.6M | $10.2M | $33.8M |
| 2022 | 4,521 | $322.9M | $11.2M | $29.5M |
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 LIFE & ANNUITY INSURANCE CO | NONE | $344,888 | — | $344,888 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $127,648 | — | $127,648 |
| USI ADVISORS INC | NONE | $45,896 | — | $45,896 |
| GOLDGRAB CPA PLLC | NONE | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDGRAB CPA PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,432
- Estimated Expense Ratio: 0.120% 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 | $549,632 | $234,960 | — | $30,000 | — |
| 2023 | $490,619 | $183,194 | — | $27,250 | — |
| 2022 | $380,205 | $128,086 | $227,869 | — | $24,250 |