# Assurance Financial Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/assurance-financial-group-llc-plan-001

> Assurance Financial Group LLC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Assurance Financial Group LLC

- **Sponsor EIN:** 721505298

- **Sponsor Address:** 9029 JEFFERSON HWY STE 100, BATON ROUGE, LA, 70809

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

- **Total Participants:** 139

- **Total Assets:** $19.8M

## 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|139|$19.8M|$457,629|$977,337|

| 2023|158|$19.4M|$112,263|$1.1M|

| 2022|203|$17.2M|$828,914|$1.7M|

## 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|

| RICHEY MAY & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RICHEY MAY & CO LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$18,849|—|$18,849|—|—|

| 2023|$20,161|—|$20,161|—|—|

| 2022|$18,900|—|$18,900|—|—|

## Similar Plans

- [Eustis Mortgage Corporation](https://planprovider.pro/companies/eustis-mortgage-corporation-plan-001) — 139 participants

- [Standard Mortgage Corporation](https://planprovider.pro/companies/standard-mortgage-corporation-401k-plan) — 112 participants

- [Gmfs, LLC](https://planprovider.pro/companies/gmfs-llc-401k-plan) — 213 participants

- [Eustis Commercial Mortgage Corporation](https://planprovider.pro/companies/eustis-commercial-mortgage-corporation-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/assurance-financial-group-llc-plan-001)

© 2026 PlanProvider.Pro