# Amtrust North America INC. 401(k) Plan
Source: https://planprovider.pro/companies/amtrust-financial-services-inc-401k-plan

> Amtrust North America INC.'s 401(k) plan: 4,479 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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