Plan Snapshot
- Plan Sponsor: Assuredpartners Investment Advisors, LLC
- Sponsor EIN: 850777552
- Sponsor Address: 4600 WEST CYPRESS STREET, SUITE 405, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 1,761
- Total Assets: $35.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,761 | $35.3M | $1.8M | $4.0M |
| 2023 | 923 | $25.6M | $941,125 | $2.5M |
| 2022 | 735 | $8.3M | $109,211 | $824,596 |
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 |
|---|---|---|---|---|
| PENTEGRA SERVICES INC | CONTRACT ADMIN | $133,487 | — | $133,487 |
| ASSUREDPARTNERS CAPITAL INC DBA ASS | INVESTMENT ADVISOR | $60,920 | — | $60,920 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $13,689 | — | $13,689 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $10,198 | — | $10,198 |
| BENEFIT TRUST COMPANY | TRUSTEE | $7,065 | — | $7,065 |
| TEMMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,359
- Estimated Expense Ratio: 0.639% 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 | $331,762 | — | — | — | — |
| 2023 | $155,862 | — | — | — | — |
| 2022 | $232,142 | — | $18,771 | — | — |