Plan Snapshot
- Plan Sponsor: Assurance Media, LLC
- Sponsor EIN: 270530435
- Sponsor Address: 590 CENTURY BLVD #B, WILMINGTON, DE, 198086272
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 87
- Total Assets: $149,459
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 87 | $149,459 | $0 | $0 |
| 2024 | 84 | $131,640 | $933,419 | $0 |
| 2023 | 70 | $24,110 | $69,889 | $42,735 |
| 2022 | 69 | $18,369 | $449,818 | $232,594 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $76,711 | — | $76,711 |
| IFS BENEFITS, LLC, A DIVISION OF AS | Investment Advisor | $31,816 | — | $31,816 |
| HIGHMARK OF DELAWARE | Other Service Provider | $12,344 | — | $12,344 |
| REVIVEHEALTH, INC. | Other Service Provider | $9,997 | — | $9,997 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,868
- Estimated Expense Ratio: 87.561% 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 |
|---|---|---|---|---|---|
| 2025 | $1,235,400 | — | — | — | — |
| 2024 | $857,646 | — | — | — | — |
| 2023 | $59,898 | — | — | — | — |
| 2022 | $748,262 | — | — | — | — |