# Benefits Assurance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/benefits-assurance-llc-401k-plan

> Benefits Assurance, LLC's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Benefits Assurance, LLC

- **Sponsor EIN:** 900869463

- **Sponsor Address:** 6400 PINECREST DRIVE, PLANO, TX, 75024

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

- **Total Participants:** 318

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|318|$12.0M|$548,639|$1.0M|

| 2023|269|$9.5M|$514,933|$901,241|

| 2022|225|$7.5M|$448,820|$815,023|

## 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|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|—|$5,168|$5,168|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,168

- **Estimated Expense Ratio:** 0.043% 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|$11,631|$3,856|$7,425|—|—|

| 2023|$9,298|—|$9,298|—|—|

| 2022|$8,023|—|$8,023|—|—|

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