# Commercial Insurance Associates 401(k) Plan
Source: https://planprovider.pro/companies/commercial-insurance-associates-401k-plan

> Commercial Insurance Associates's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commercial Insurance Associates

- **Sponsor EIN:** 810552954

- **Sponsor Address:** 103 POWELL COURT SUITE 200, BRENTWOOD, TN, 37027

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

- **Total Participants:** 123

- **Total Assets:** $8.7M

## 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|123|$8.7M|$183,476|$827,863|

| 2023|116|$8.3M|$147,693|$1.2M|

| 2022|135|$6.2M|$112,232|$982,181|

## 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|

| PYA, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$54,472|$30,124|—|—|—|

| 2023|$38,768|$29,808|—|—|—|

| 2022|$15,706|—|—|—|—|

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