# Continental Insurance Group, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/continental-insurance-group-ltd-401k-plan

> Continental Insurance Group, Ltd's 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Continental Insurance Group, Ltd

- **Sponsor EIN:** 371781514

- **Sponsor Address:** 11001 LAKELINE BLVD, SUITE 120, AUSTIN, TX, 78717

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

- **Total Participants:** 252

- **Total Assets:** $14.6M

## 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|252|$14.6M|$820,061|$1.5M|

| 2023|225|$11.4M|$663,815|$1.2M|

| 2022|198|$8.5M|$530,904|$983,485|

## 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|

| NATIONWIDE|NONE|$71,277|—|$71,277|

| WORLD INVESTMENT ADVISORS, LLC|NONE|$53,965|—|$53,965|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,242

- **Estimated Expense Ratio:** 0.857% 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|$127,291|—|$127,291|—|—|

| 2023|$116,679|$39,977|—|$6,695|—|

| 2022|$86,177|$41,884|—|—|—|

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