# Assuredpartners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/assuredpartners-inc-401k-plan

> Assuredpartners, INC.'s 401(k) plan: 9,755 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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