# Custard Insurance Adjusters, INC. 401(k) Plan
Source: https://planprovider.pro/companies/custard-insurance-adjusters-inc-401k-plan

> Custard Insurance Adjusters, INC.'s 401(k) plan: 812 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Custard Insurance Adjusters, INC.

- **Sponsor EIN:** 351188325

- **Sponsor Address:** 4875 AVALON RIDGE PARKEAY, NORCROSS, GA, 30071

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

- **Total Participants:** 812

- **Total Assets:** $45.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|812|$45.9M|$917,619|$2.9M|

| 2023|738|$40.7M|$891,008|$2.7M|

| 2022|689|$33.9M|$831,431|$2.4M|

## 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|

| COKER JAMES & CO|AUDITOR|$22,300|—|$22,300|

| CIRA (CAMBRIDGE INVESTMENT RESEARCH|BROKER/DEALER|—|$17,201|$17,201|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$9,628|—|$9,628|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$8,734|$101|$8,835|

| JARRARD, NOWELL & RUSSELL, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,964

- **Estimated Expense Ratio:** 0.126% 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|$40,662|$9,812|$6,100|—|—|

| 2023|$21,919|$9,004|$4,125|—|—|

| 2022|$21,280|—|—|—|—|

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