# Assured Information Security, INC. 401(k) Plan
Source: https://planprovider.pro/companies/assured-information-security-inc-plan-001

> Assured Information Security, INC.'s 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Assured Information Security, INC.

- **Sponsor EIN:** 043608903

- **Sponsor Address:** 153 BROOKS ROAD, ROME, NY, 13441

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

- **Total Participants:** 223

- **Total Assets:** $54.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|223|$54.8M|$2.0M|$2.4M|

| 2023|206|$45.8M|$1.7M|$2.1M|

| 2022|195|$38.8M|$1.7M|$1.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,344|—|$19,344|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,748|—|$6,748|

| SC&H ATTEST SERVICES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SC&H ATTEST SERVICES, P.C.](https://planprovider.pro/provider/scandh-attest-services-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,092

- **Estimated Expense Ratio:** 0.048% 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|$26,092|$6,748|$600|—|—|

| 2023|$23,531|$3,336|—|—|—|

| 2022|$22,914|$1,201|—|—|—|

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