# Assuredpartners Investment Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/assuredpartners-investment-advisors-llc-401k-plan

> Assuredpartners Investment Advisors, LLC's 401(k) plan: 1,761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/assuredpartners-investment-advisors-llc-401k-plan)

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