Plan Snapshot
- Plan Sponsor: Assuredpartners, INC.
- Sponsor EIN: 275176829
- Sponsor Address: 450 S. ORANGE AVENUE 4TH FLOOR, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 9,755
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 9,755 | $1.1B | $27.0M | $83.7M |
| 2023 | 9,234 | $878.4M | $24.1M | $77.7M |
| 2022 | 8,513 | $737.7M | $21.1M | $68.0M |
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 ANNUITY INSURANCE COMPANY O | NONE | $434,296 | — | $434,296 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | NONE | $250,561 | — | $250,561 |
| PIVOT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIVOT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $684,857
- Estimated Expense Ratio: 0.065% 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 | $687,256 | $250,560 | — | — | — |
| 2023 | $567,896 | $130,109 | — | — | — |
| 2022 | $772,092 | $159,657 | $612,435 | — | — |