Plan Snapshot
- Plan Sponsor: Amwins Group, INC.
- Sponsor EIN: 134009411
- Sponsor Address: 4725 PIEDMONT ROW DRIVE, CHARLOTTE, NC, 28210
- Plan Type: 401(k)
- Total Participants: 6,644
- Total Assets: $844.5M
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 | 6,644 | $844.5M | $16.9M | $59.8M |
| 2023 | 6,280 | $692.9M | $15.0M | $52.3M |
| 2022 | 5,781 | $544.5M | $13.2M | $45.4M |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON AND COMPANY LLP | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON AND COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.002% 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 | $690,374 | $322,975 | $1,200 | $16,500 | — |
| 2023 | $703,720 | $326,208 | $2,400 | $16,700 | — |
| 2022 | $584,807 | $274,282 | — | — | — |